Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment ManagementEstate PlanningEducation PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
1,214 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.3B
Fee Structure
Minimum Investment:$5K
Loading...
Contact
Brent Eugene Lince
Location
Hillsboro, OR
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
March 2011Final
Civil 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
January 2012 - Present · 14 yrs 1 mo
Previous Registrations
Lince Financial Planning, LLC
May 2011 - January 2012 · 8 mos
State Registrations2 states
ORTX
Advisor
Exams
No exam information available for this advisor.
Contact
Brent Eugene Lince