CGC Financial Services LLC

CGC Financial Services LLC, legally known by its official title CGC Financial Services, LLC, is an Oregon-based Limited Liability Company that has been in business since November 22, 2013. With a team of 3 employees, all in advisory roles, we may safely assume that CGC Financial Services LLC is a small financial advisory firm. While the number of clients served is unknown, it is SEC-approved and legally authorized to provide financial advisory services.

• DAVENA MARIE YEE

  FINANCIAL ADVISOR owns more than 10% but less than 25%

• GLEN ALLEN CLEMANS

  SENIOR PARTNER owns more than 50% but less than 75%

• KELLY FRANCES MELLINGER

  TEAM LEAD owns more than 10% but less than 25%

• SHANNON NICOLE KEENER

  TRADER owns more than 5% but less than 10%

• TAMMI JO ORTEGA

  CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%

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