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 InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Christopher Busby, Aif® | Partner, Portfolio Manager, and Chief | Portland, Oregon, United States |
Email
Phone
|
| David Pullin | Partner at Cfg Wealth Management | Portland, Oregon, United States |
Email
|
| Brian Mclilly | Income Specialist at Cfg Wealth | Overland Park, Kansas, United States |
Email
|
| Jackie Munger | Client Relationship and Marketing | Corvallis, Oregon, United States |
View
|
Employees by Management Level
Individual contributor
3 profiles
Executive
1 profile
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 2 | 2 | 1 |
| Sales | 1 | 1 | 0 |
| General | 1 | 1 | 0 |
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