Shane Hunt (CRD# 6957425) is an Investment Advisor Representative working at Cgc Financial Services in Lake Oswego, OR and has over 4 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Lake Oswego, OR | Feb 2024 - Current | < 1 |
| Cgc Financial Services, LLC | Lake Oswego, OR | Jun 2023 - Current | < 1 |
| Royal Alliance Associates, Inc. | Lake Oswego, OR | Nov 2019 - Jul 2023 | 3 |
| Cgc Financial Services | Portland, OR | May 2018 - Jun 2023 | 5 |
| Unemployed After College | Bend, OR | Jun 2017 - May 2018 | < 1 |
| University Of Oregon | Eugene, OR | Sep 2015 - Jun 2017 | 1 |
| Gfp Emergency Services | Albany, OR | Jun 2015 - Sep 2016 | 1 |
| I Was A Full Time Student | Eugene, OR | Jun 2014 - Jun 2015 | 1 |
| Discover Sunriver Vacation Rentals | Sunriver, OR | Jun 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- OR
-
Total Assets Under Management665MILLIONS
-
Total Number of Accounts2,857ACCOUNTS
-
Average Account Value$232,646
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, ID, LA, NH, OR, TX, WA
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