Davena Marie Yee
Investment adviser representative at Cgc Financial Services
19 yearsExperience
2 statesRegistered in
$875.8MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Cgc Financial ServicesDec 2012 to now
- Osaic Wealth IncNov 2007 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Cgc Financial Services
Legal name: Cgc Financial Services, LLC
$875.8MAssets managed
1,151Clients
7Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4669435
- Firm CRD
- 155446