Aidan Randall has been an investment adviser representative at CGC Financial Services since May 2025, and is not listed among the firm’s executive officers or direct owners.
CGC Financial Services, LLC is a Lake Oswego, OR firm with $876M under management, 1,151 clients and 5 advisers in one office, as of its August 2026 filing.
- CGC Financial ServicesCurrent– present · 1 yearLake Oswego, OR · Adviser representative · Firm CRD 155446
Investment adviser representative registrations
Aidan Randall is registered as an investment adviser representative in Oregon, since May 2025.
- OregonSince 5 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 7 April 2025 |
| Series 7TO | General Securities Representative Examination | 22 March 2025 |
| SIE | Securities Industry Essentials Examination | 30 January 2025 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Aidan Jude Randall
- CRD
- 7736421
- Firm
- CGC Financial Services · CRD 155446
- Office
- 5 CENTERPOINTE DR SUITE 550, Lake Oswego, OR 97035
- Registration
- Investment adviser registration
- In the industry since
- March 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Aidan Randall work?
Aidan Randall is an investment adviser representative registered through CGC Financial Services, LLC since May 2025, and is not listed among the firm’s executive officers or direct owners.
Is Aidan Randall a financial advisor?
Yes. Aidan Randall has a current investment-adviser registration in Oregon, through CGC Financial Services since May 2025.
How many years of experience does Aidan Randall have?
Aidan Randall has 1 year in the financial industry, since March 2025, across 1 adviser firm.
What exams has Aidan Randall passed?
Aidan Randall has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in January 2025.
Where is Aidan Randall based?
Aidan Randall’s registered office is in Lake Oswego, OR.
Is Aidan Randall registered with FINRA?
No. Aidan Randall has no current broker registration.
How can I verify Aidan Randall’s record?
Search CRD 7736421 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Aidan Randall’s full registration record.
