Unclaimed Profile

Thane Alan Cleland

CWC ADVISORS, LLC·LAKE OSWEGO, Oregon

Series 3, Series 7, Series 63, Series 65Clean record20 years registeredCWC ADVISORS, LLC

5800 MEADOWS ROAD, LAKE OSWEGO, OR 97035-8899CRD# 1788286Firm CRD# 127739

Profile Verification

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

Identity

Thane Alan Cleland · LAKE OSWEGO, OR

Registration

CRD #1788286 · CWC ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

CWC ADVISORS, LLC

Jan 2007 – present

CWC ADVISORS, LLC

Mar 2006 – Dec 2006

LAKE OSWEGO, OR

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · March 9, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CWC ADVISORS, LLC

CRD 127739 · SEC 801-62369

AUM

$163M

Regulatory assets under management

Employees

1,014 client accounts

Services offered by CWC ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at CWC ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Thane Alan Cleland offer?

Thane Alan Cleland specializes in Financial Planning, Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in LAKE OSWEGO, Oregon for a consultation.

What are Thane Alan Cleland's credentials?

Thane Alan Cleland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thane Alan Cleland located?

Thane Alan 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 Thane Alan Cleland charge for services?

Thane Alan 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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