Financial ADVSR advisor directory · SEC adviser records
Cwm, LLC financial advisors in Louisiana
Every SEC-registered investment adviser representative at a Cwm, LLC office in Louisiana, by city and A to Z.
The short answer
15 registered advisors work at Cwm, LLC in Louisiana, out of 597 nationwide; it's the firm's number 8 state by advisors, and the most are in Baton Rouge (10). 7 list the CFP designation and 6 are also registered broker representatives.
Cwm, LLC advisors by city in Louisiana
Every firm in Louisiana →Cwm, LLC advisors in Louisiana, A to Z
Search by name →- Christopher M. AdamsBaton Rouge
- Landon M. CollinsBaton Rouge · Certified Financial Planner
- Robert N. DumasThibodaux
- Shawna M. GoodlyBaton Rouge
- Amy L. HallBaton Rouge
- Benjamin L. JohnsonNew Orleans · Certified Financial Planner
- Drew JohnsonPrairieville
- Craig A. KliebertBaton Rouge · Certified Financial Planner
- Toby J. LafontThibodaux
- Corey P. LuckettBaton Rouge · Certified Financial Planner
- Chad M. OlivierBaton Rouge · Certified Financial Planner
- Erin S. SibleyBaton Rouge · Certified Financial Planner
- Hunter J. TaborThibodaux
- Jason P. WindhamBaton Rouge · Certified Financial Planner, Chartered Financial Consultant
- Macade A. WrightBaton Rouge
Cwm, LLC advisors in every state →Cwm, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Cwm, LLC in other states
Nebraska 254Texas 40California 23Arizona 20Pennsylvania 20Colorado 18Illinois 15Florida 14Michigan 14Georgia 12Kansas 12Maryland 12Wisconsin 12Iowa 11Ohio 10Washington 10New Jersey 8Connecticut 7Massachusetts 7New York 7Indiana 6Minnesota 6New Hampshire 6Oklahoma 6Oregon 5Missouri 4Tennessee 4Montana 3Nevada 3South Dakota 3
Questions
How many Cwm, LLC financial advisors are in Louisiana?
15 investment adviser representatives are registered at Cwm, LLC offices in Louisiana, according to the SEC's Investment Adviser Public Disclosure records, out of 597 at the firm nationwide. 7 list the CFP designation and 6 are also registered as broker representatives.
Where in Louisiana does Cwm, LLC have the most advisors?
Baton Rouge, with 10, then Thibodaux (3). Cwm, LLC has advisors in 4 cities in Louisiana.
How do I check a Cwm, LLC advisor in Louisiana?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cwm, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.