Brent Lince is a CFP-designated registered investment advisor at Cgn Advisors, LLC, based in Hillsboro, OR, with 14 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 1,321 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CGN Advisors offers investment supervisory services where they manage your investments. The fees vary and do not exceed 1.00% annually, based on the value of your portfolio. The exact fee schedule will be detailed in your advisory agreement. Fees are negotiable based on the complexity of the services and the advisor assigned to your account. Fees are billed monthly or quarterly, in arrears.
Contact
Brent Lince
Location
Hillsboro, OR
Get directionsHistory
Regulatory History (2)
Regulatory
March 2011Civil Bond
June 2010Other Business Activities
Brent is a consultant for Dale Hadley at The H Group, providing technical consulting on MoneyGuidePro, dedicating a few hours per week. Brent also serves as a volunteer member of the elder board at Harvest Community Church, spending minimal time outside trading hours.
Employment History
Current Registrations
Cgn Advisors, LLC
Previous Registrations
Lince Financial Planning, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams