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Kelly Frances Mellinger

CGC FINANCIAL SERVICES, LLC·LAKE OSWEGO, Oregon
SIE, Series 6, Series 63Clean recordCGC FINANCIAL SERVICES, LLC
5 CENTERPOINTE DR SUITE 550, LAKE OSWEGO, OR 97035CRD# 5106943Firm CRD# 155446

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kelly Frances Mellinger · LAKE OSWEGO, OR
Registration
CRD #5106943 · CGC FINANCIAL SERVICES, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CGC FINANCIAL SERVICES, LLC
CRD 155446 · SEC 801-78845
AUM
$665M
Regulatory assets under management
Employees
14
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 →
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Frequently Asked Questions

What services does Kelly Frances Mellinger offer?
Kelly Frances Mellinger specializes in Financial Planning, Investment Management. Contact their office in LAKE OSWEGO, Oregon for a consultation.
What are Kelly Frances Mellinger's credentials?
Kelly Frances Mellinger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly Frances Mellinger located?
Kelly Frances Mellinger 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 Kelly Frances Mellinger charge for services?
Kelly Frances Mellinger'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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Other Advisors at CGC FINANCIAL SERVICES, LLC

Glen Allen Clemans
LAKE OSWEGO, OR
Davena Marie Yee
LAKE OSWEGO, OR
Tammi Jo Ortega
LAKE OSWEGO, OR
CFP
Shannon Nicole Keener
LAKE OSWEGO, OR

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Nearby cities in Oregon
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Research
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