Shane Hunt has been Financial Advisor of CGC Financial Services since July 2025, is not listed as a control person, but directly owns between 5% and 10% of the firm.
CGC Financial Services, LLC is a Lake Oswego, OR firm with $876M under management, 1,151 clients and 5 advisers in one office, as of its August 2026 filing.
Shane Hunt’s longest registration is the current one, 3 years at CGC Financial Services since 2023. Before joining CGC Financial Services in 2023, Shane Hunt was registered through Osaic Wealth, Inc.
- CGC Financial ServicesCurrent– present · 3 yearsLake Oswego, OR · Adviser representative · Firm CRD 155446
- Osaic Wealth, Inc.– · under a yearLake Oswego, OR · Adviser representative · Firm CRD 23131
Investment adviser representative registrations
Shane Hunt is registered as an investment adviser representative in Oregon, since June 2023.
- OregonSince 18 June 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 20 December 2022 |
| Series 7TO | General Securities Representative Examination | 26 April 2022 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 February 2020 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 12 December 2019 |
| SIE | Securities Industry Essentials Examination | 10 September 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Shane Neal Hunt
- CRD
- 6957425
- Firm
- CGC Financial Services · CRD 155446
- Role
- Financial Advisor
- Office
- 5 CENTERPOINTE DR SUITE 550, Lake Oswego, OR 97035
- Registration
- Investment adviser registration
- In the industry since
- December 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Shane Hunt work?
Shane Hunt has been Financial Advisor of CGC Financial Services, LLC since July 2025.
Is Shane Hunt a financial advisor?
Yes. Shane Hunt has a current investment-adviser registration in Oregon, through CGC Financial Services since June 2023.
How many years of experience does Shane Hunt have?
Shane Hunt has 6 years in the financial industry, since December 2019, across 2 adviser firms.
What exams has Shane Hunt passed?
Shane Hunt has passed 5 licensing exams: the SIE, Series 6TO, Series 63, Series 7TO and Series 66. The earliest, the SIE, was passed in September 2019.
Where is Shane Hunt based?
Shane Hunt’s registered office is in Lake Oswego, OR.
Is Shane Hunt registered with FINRA?
No. Shane Hunt has no current broker registration.
How can I verify Shane Hunt’s record?
Search CRD 6957425 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shane Hunt’s full registration record.
