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Maximus Molyneux

Investment adviser representative at CGC Financial Services
11 yearsYears since first job or exam
1 stateRegistered in
$875.8M
12 yearsFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

11 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. CGC Financial Services LLCSep 2025 to now
  2. Osaic Wealth, Inc.Feb 2026 to Aug 2026
  3. MML Investors Services, LLCMay 2025 to Aug 2025
  4. University of OregonSep 2024 to Jun 2025
  5. MassMutual Life Insurance CoJun 2024 to Aug 2025
  6. University of OregonSep 2023 to Jun 2024
  7. Nick Alexander FilmsJun 2023 to Jan 2024
  8. University of OregonSep 2022 to Jun 2023
  9. Whiskey Brown's Farmhouse KitchenJul 2022 to Sep 2022
  10. University of OregonSep 2021 to Jun 2022
  11. Whiskey Brown's Farmhouse KitchenMay 2021 to Sep 2021
  12. South Salem High SchoolJan 2015 to May 2021

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (OR).

CGC Financial Services

Legal name: CGC Financial Services, LLC

$875.8M
1,151Clients
7Advisers
12 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

8040904
155446
Advisor's SEC record (opens in a new tab)
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