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Shane Neal Hunt

CGC Financial Services

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About Shane Neal Hunt

Shane Hunt is a financial advisor with CGC Financial Services located in Lake Oswego, OR. Shane has been in the financial services industry since 2019 and has a Series 7TO, Series 63, and Series 66 license. Shane also has a background in emergency services and holds a degree from the University of Oregon. Prior to joining CGC Financial Services, Shane was a registered representative for OSAIC WEALTH, INC. Shane's specializations include retirement planning and insurance.

Firm Information

Shane Hunt 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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Shane Hunt’s Registration & Firm History

OR

06/18/2023 - Present

CGC Financial Services (LAKE OSWEGO OR)

OR

12/12/2019 - 07/19/2023

OSAIC WEALTH, INC. (Lake Oswego OR)

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Licenses & Designations

BOTH

Issued 12/20/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/14/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/26/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/12/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/10/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shane Neal Hunt.
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