Unclaimed Profile

Glen Allen Clemans

CGC FINANCIAL SERVICES, LLC·LAKE OSWEGO, Oregon

SIE, Series 7, Series 63, Series 6615 years registeredCGC FINANCIAL SERVICES, LLC

5 CENTERPOINTE DR SUITE 550, LAKE OSWEGO, OR 97035CRD# 1618828Firm CRD# 155446

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Glen Allen Clemans · LAKE OSWEGO, OR

Registration

CRD #1618828 · CGC FINANCIAL SERVICES, LLC · 15 years registered

Brand Profile

Not yet started

Career History

CGC FINANCIAL SERVICES

Jan 2011 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · January 3, 2011

Years registered · 15

Disclosure History

2005Customer Dispute·Settled

1997Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CGC FINANCIAL SERVICES, LLC

CRD 155446 · SEC 801-78845

AUM

$665M

Regulatory assets under management

Employees

2,857 client accounts

Services offered by CGC FINANCIAL SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CGC FINANCIAL SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Glen Allen Clemans offer?

Glen Allen Clemans specializes in Financial Planning, Investment Management. Contact their office in LAKE OSWEGO, Oregon for a consultation.

What are Glen Allen Clemans's credentials?

Glen Allen Clemans is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Glen Allen Clemans located?

Glen Allen Clemans is based in LAKE OSWEGO, Oregon, working with CGC FINANCIAL SERVICES, LLC. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.

How does Glen Allen Clemans charge for services?

Glen Allen Clemans's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CGC FINANCIAL SERVICES, LLC?

CGC FINANCIAL SERVICES, LLC has approximately 14 employees and manages $665M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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