Davena Yee
CGC Financial Services · Lake Oswego, Oregon
Davena Yee is a fee-only financial advisor at CGC Financial Services in Lake Oswego, Oregon. CGC Financial Services reports charging a percentage of assets on its Form ADV.
Request an introduction to Davena →
Facts
| Firm | CGC Financial Services |
|---|---|
| Based in | Lake Oswego, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $875.8M across 3,103 accounts |
| SEC registration | Investment adviser representative in OR, TX · CRD 4669435 |
| Exams passed | Series 63 (2007) · Series 66 (2016) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.cgcfinancialservices.com |
How Davena's firm compares
- CGC Financial Services's average account is about $282,000, from its Form ADV (assets managed divided by 3,103 accounts).
Request an introduction to Davena
Tell Davena a little about what you're looking for. Davena isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Davena
Is Davena Yee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Davena holds no broker registration, and CGC Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Davena charge for financial advice?
Davena's firm, CGC Financial Services, reports charging a percentage of assets on its SEC Form ADV.
Where is Davena Yee based?
Davena Yee is based in Lake Oswego, Oregon.
Is Davena Yee registered with the SEC?
Yes. Davena Yee is registered as an investment adviser representative in OR and TX (CRD 4669435), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CGC Financial Services manage?
CGC Financial Services reports $875.8M across 3,103 accounts in assets under management.
How do I contact Davena Yee?
Through Davena's website, www.cgcfinancialservices.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.