Unclaimed Profile

Tammi Jo Ortega

CGC FINANCIAL SERVICES, LLC·LAKE OSWEGO, Oregon

SIE, Series 7, Series 24, Series 63, Series 65CFPClean record11 years registeredCGC FINANCIAL SERVICES, LLC

5 CENTERPOINTE DR SUITE 550, LAKE OSWEGO, OR 97035CRD# 4431942Firm CRD# 155446

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tammi Jo Ortega · LAKE OSWEGO, OR

Registration

CRD #4431942 · CGC FINANCIAL SERVICES, LLC · 11 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

May 2023 – present

CGC FINANCIAL SERVICES

Nov 2015 – Jun 2023

LAKE OSWEGO, OR

ETESIAN WEALTH ADVISORS, INC.

Sep 2014 – May 2015

LAKE OSWEGO, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · September 26, 2014

Years registered · 11

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CGC FINANCIAL SERVICES, LLC

CRD 155446 · SEC 801-78845

AUM

$665M

Regulatory assets under management

Employees

2,857 client accounts

Services offered by CGC FINANCIAL SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CGC FINANCIAL SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Tammi Jo Ortega offer?

Tammi Jo Ortega specializes in Financial Planning, Investment Management. Contact their office in LAKE OSWEGO, Oregon for a consultation.

What are Tammi Jo Ortega's credentials?

Tammi Jo Ortega holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Tammi Jo Ortega located?

Tammi Jo Ortega is based in LAKE OSWEGO, Oregon, working with CGC FINANCIAL SERVICES, LLC. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.

How does Tammi Jo Ortega charge for services?

Tammi Jo Ortega's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CGC FINANCIAL SERVICES, LLC?

CGC FINANCIAL SERVICES, LLC has approximately 14 employees and manages $665M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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