Aidan Jude Randall
Investment adviser representative at Cgc Financial Services
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Osaic Wealth, Inc.Mar 2025 to now
- Cgc Financial ServicesMay 2024 to now
- Cgc Financial ServicesMay 2023 to Aug 2023
- George Fox UniversityAug 2021 to May 2024
- Laurel Foods, LLCMay 2021 to Sep 2022
- Unger FarmsJun 2018 to Sep 2019
- Valley Catholic High SchoolSep 2017 to Jul 2021
- South Meadows Middle SchoolSep 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 7736421
- Firm CRD
- 155446