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).
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Total Assets Under Management665MILLION
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Total Number of Accounts2,857ACCOUNTS
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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
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.
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.
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.