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Glen Allen Clemans

CGC Financial Services

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About Glen Allen Clemans

Glen Allen Clemans has been in the financial services industry since 1987. Glen Clemans is a Registered Representative with CGC Financial Services, and an Investment Advisor Representative in Oregon and Texas. Glen Clemans has been a part of the independent RIA, CGC Financial Services, since 2006. Glen Clemans has expertise in providing investment advice and financial planning services to a variety of clients. Glen Clemans specializes in providing financial services to high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.

Firm Information

Glen Clemans is currently registered with CGC Financial Services. CGC Financial Services is an investment advisor based in LAKE OSWEGO, OR, United States. The firm manages approximately $664,670,956 in assets for clients. Their services include financial planning and portfolio management for individuals, businesses, and pension and profit-sharing plans. The firm has 7 registered representatives, 4 investment advisor representatives, and 1 advisory function. They primarily serve high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.
CGC Financial Services

5 CENTERPOINTE DR SUITE 550

LAKE OSWEGO, OR 97035

$664.67M

Assets Under Management

50

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Glen Clemans’s Registration & Firm History

OR

11/28/2023 - Present

CGC Financial Services (LAKE OSWEGO OR)

NA

01/21/1987 - 11/19/1989

INTEGRATED RESOURCES EQUITY CORPORATION

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Licenses & Designations

BOTH

Issued 11/05/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/19/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Glen Allen Clemans. Review regulatory record here.
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