Shane Neal Hunt

Employer firm

Cgc Financial Services CRD 155446

$876M regulatory AUM 43 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2018 → 06/2023
  Cgc Financial Services
  Portland, OR
• 09/2015 → 06/2017
  University Of Oregon
  Eugene, OR
• 06/2015 → 09/2016
  Gfp Emergency Services
  Albany, OR
• 11/2019 → 07/2023
  Royal Alliance Associates, Inc.
  Lake Oswego, OR
• 06/2017 → 05/2018
  Unemployed After College
  Bend, OR
• 06/2023 → Present
  Cgc Financial Services, Llc
  Lake Oswego, OR
• 02/2024 → Present
  Osaic Wealth, Inc.
  Lake Oswego, OR

Previous Registrations

• 2023-01-02 → 2023-07-19
  Osaic Wealth, Inc.
  Lake Oswego, OR

Other Businesses

1. CGC FINANCIAL SERVICES POSITION: Financial Advisor NATURE: Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 165 SECURITIES TRADING HOURS: 100 START DATE: 05/30/2018 ADDRESS: 5 Centerpointe Drive STE 550, Lake Oswego OR 97035, United States DESCRIPTION: Conduct Client Reviews Draft Financial Plans Serve as backup on multiple operational duties such as RMD's, rollover/transfers, scheduling, etc.

Exams

• S66 Uniform Combined State Law Examination
  2022-12-20
• S63 Uniform Securities Agent State Law Examination
  2020-02-14

Designations

• Certified Financial Planner