Cgc Financial Services

Cgc Financial Services (CRD# 155446) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $664,670,956 in 2,857 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
5 Centerpointe Dr Suite 550, Lake Oswego, OR 97035
http://www.cgcfinancialservices.com
By the Numbers
  • Total Assets Under Management
    665
    MILLION
  • Total Number of Accounts
    2,857
    ACCOUNTS
  • Average Account Value
    $232,646
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, LA, NH, OR, TX, WA

Financial Advisors at Cgc Financial Services
Showing 1 - 3 of 3 top financial advisors.
1
Glen Clemans, financial advisor Lake Oswego OR
Glen A. Clemans
CRD#: 1618828
5 Centerpointe Dr Suite 550, Lake Oswego, OR 97035

Glen Clemans (CRD# 1618828) is an Investment Advisor Representative working at Cgc Financial Services in Lake Oswego, OR and has over 36 years of experience in the finance industry.

2
Davena Yee, financial advisor Lake Oswego OR
Davena M. Yee
CRD#: 4669435
5 Centerpointe Dr Suite 550, Lake Oswego, OR 97035

Davena Yee (CRD# 4669435) is an Investment Advisor Representative working at Cgc Financial Services in Lake Oswego, OR and has over 16 years of experience in the finance industry.

3
Shane Hunt, financial advisor Lake Oswego OR
Shane N. Hunt
CRD#: 6957425
5 Centerpointe Dr Suite 550, Lake Oswego, OR 97035

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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