CFG Wealth Management

CFG Wealth Management

Financial Services Portland, Oregon, United States 7 employees ABOVE
Employees
7
Contacts
3
Emails
3
Phones
1

CFG Wealth Management Overview

Headquarters
Portland, Oregon, United States
Phone Number
Available in AeroLeads
Website
cfgwealth.com
Industry
Financial Services
Employees
7
Stock Symbol
ABOVE
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About CFG Wealth Management

We specialize in meeting the unique wealth management needs of established business owners in the greater Portland, Oregon region. Securities and advisory services offered through Commonwealth Financial Network®, member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html. CFG Wealth Management, 10220 SW Greenburg Road, Suite 250, Portland, OR 97223. (503) 222-7100. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html

CFG Wealth Management Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

CFG Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Christopher Busby, Aif® Partner, Portfolio Manager, and Chief
Email Phone
David Pullin Partner at Cfg Wealth Management
Email
Brian Mclilly Income Specialist at Cfg Wealth
Email
Jackie Munger Client Relationship and Marketing
View

Employees by Management Level

Individual contributor 3 profiles
Executive 1 profile
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 2 2 1
Sales 1 1 0
General 1 1 0

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