CGC FINANCIAL SERVICES, LLC of LAKE OSWEGO, OR is an SEC-registered investment adviser (CRD 155446). Regulatory assets under management: $875.8M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Glen Allen Clemans | FOUNDING PARTNER / MANAGING EXECUTIVE; SENIOR PARTNER | — |
| Davena Marie Yee | FINANCIAL ADVISOR | — |
| Kelly Frances Mellinger | SENIOR CLIENT SERVICES LIFE EVENTS SPECIALIST; TEAM LEAD | — |
| Shannon Nicole Keener | TRADER | — |
| Denise Louise Reinert | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | — |
| Shane Neal Hunt | FINANCIAL ADVISOR | — |
| Noah Steinbrenner | FINANCIAL ADVISOR | — |
| ORTEGA CATHIE JO | CHIEF COMPLIANCE OFFICER | — |
| CLEMANS GLEN ALLEN | SENIOR PARTNER | — |
| GRABENHORST JAMIESON LOGAN | MANAGING MEMBER/ PARTNER; PARTNER | — |
| CLEVELAND CASEY EDWARD | CHIEF COMPLIANCE OFFICER/ PARTNER | — |
| YEE DAVENA MARIE | FINANCIAL ADVISOR | — |
| MELLINGER KELLY FRANCES | TEAM LEAD | — |
| KEENER SHANNON NICOLE | TRADER | — |
| REINERT DENISE LOUISE | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | — |