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Larry Dee Cleland

CWC ADVISORS, LLC·LAKE OSWEGO, Oregon
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5800 MEADOWS ROAD, LAKE OSWEGO, OR 97035-8899CRD# 4708675Firm CRD# 127739
01

About

Larry Dee Cleland is a registered financial advisor based in LAKE OSWEGO, Oregon, affiliated with CWC ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
CWC ADVISORS, LLC
CWC ADVISORS, LLC
AUM
$163M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at CWC ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4708675
Firm CRD# 127739
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Larry Dee Cleland offer?
Larry Dee Cleland specializes in Financial Planning, Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in LAKE OSWEGO, Oregon for a consultation.
What are Larry Dee Cleland's credentials?
Larry Dee Cleland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Larry Dee Cleland located?
Larry Dee Cleland is based in LAKE OSWEGO, Oregon, working with CWC ADVISORS, LLC. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.
How does Larry Dee Cleland charge for services?
Larry Dee Cleland's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CWC ADVISORS, LLC?
CWC ADVISORS, LLC has approximately 9 employees and manages $163M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oregon
PORTLAND (575)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)
City Guides
PORTLAND GuideBEND GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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