AR
Aidan J. Randall
CGC FINANCIAL SERVICES
Lake Oswego, OR 97035
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CRD#: 7736421
AR
Professional summary
Aidan Jude Randall, who also goes by Aidan Randall, is a registered financial advisor currently at CGC FINANCIAL SERVICES located in Lake Oswego, Oregon and OSAIC WEALTH, INC. located in Lake Oswego, Oregon.
Aidan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Aidan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Aidan Randall
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. CGC FINANCIAL SERVICES, LLC RIA POSITION: Paraplanner/Investment Adviser Representative, NATURE: Wealth Management LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 05/28/2024 ADDRESS: 5 Centerpointe Dr, STE 550, Lake Oswego OR 97035, United States DESCRIPTION: Financial plan creation, account processing, paperwork, client services, advisor support. 2. STATE OF OREGON POSITION: Oregon Notary Public NATURE: Government INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/05/2024 ADDRESS: 255 Capitol St NE, Salem OR 97310, United States DESCRIPTION: I am registered as a Notary Public for the State of Oregon and currently perform notary activities solely for clients of CGC Financial on the premises of the CGC Financial office. I do not charge fees for my notary services and I have only attained designation as an Oregon notary public to help clients of CGC Financial in notarizing documents. I have not performed notary services outside of my role at CGC.
CRS (Client Relationship Summary) - RIA
Click below to view Aidan Jude Randall's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 5, 2025 - Present
CGC FINANCIAL SERVICES
Office #1: 5 Centerpointe Dr Suite 550, Lake Oswego, OR 97035RIA
CRD#: 155446
Lake Oswego, OR
Current
March 24, 2025 - Present
OSAIC WEALTH, INC.
Office #1: 5 Centerpointe Drive Suite 550, Lake Oswego, OR 97035RIA
BD
CRD#: 23131
Lake Oswego, OR
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CGC FINANCIAL SERVICES
CGC FINANCIAL SERVICES | CGC FINANCIAL SERVICES, LLC
CRD#: 155446 / SEC#: 801-78845
RIA
Registered Investment Advisory firm - (11/22/2013 Approved)Oregon
Registered Investment Advisory firm - (12/4/2013 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Oregon(4/8/2025)
IAR
Oregon(5/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/22/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CF
CGC FINANCIAL SERVICES
CGC FINANCIAL SERVICES | CGC FINANCIAL SERVICES, LLC
CRD#: 155446 / SEC#: 801-78845
RIA
Registered Investment Advisory firm - (11/22/2013 Approved)Oregon
Registered Investment Advisory firm - (12/4/2013 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5 Centerpointe Dr Suite 550, Lake Oswego, OR 97035
Mailing Address
Phone number
(503) 670-1958
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,027 |
| AUM (Assets Under Management) | $ 737,318,031 |
Red Flags
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