Financial ADVSR advisor directory · SEC adviser records

Cwm, LLC financial advisors in Texas

Every SEC-registered investment adviser representative at a Cwm, LLC office in Texas, by city and A to Z.

The short answer

40 registered advisors work at Cwm, LLC in Texas, out of 597 nationwide; it's the firm's number 2 state by advisors, and the most are in Amarillo (8). 15 list the CFP designation and 6 are also registered broker representatives.

Cwm, LLC advisors by city in Texas

Every firm in Texas →

Amarillo 8 Southlake 6 Austin 4 Dallas 3 Georgetown 3 Houston 3 Lake Jackson 2 San Antonio 2 Cleburne 1 El Paso 1 Granbury 1 Katy 1 Kyle 1 Stephenville 1 The Woodlands 1 Tyler 1 Woodlands 1

Cwm, LLC advisors in Texas, A to Z

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Jason N. AlvaradoSan Antonio · Certified Financial Planner
Brian W. ArmstrongCleburne · Certified Financial Planner
Michael J. Barczak IIDallas · Chartered Financial Analyst
Brady V. BellSouthlake
Brian O. ButlerHouston
Thomas R. ChaneyEl Paso
Wade H. ChessmanDallas · Certified Financial Planner
Trent M. ConnorGeorgetown · Certified Financial Planner
Cole DavidSouthlake
Nolan DavidAmarillo
Daniel B. EdwardsSouthlake
Justin R. EhleAmarillo · Certified Financial Planner
Jeffrey P. FattigLake Jackson · Certified Financial Planner
Adam J. FlaggAustin · Certified Financial Planner
Zainab M. GandhiKaty · Certified Financial Planner
Gregory A. GaynierAustin
Carson GreathouseAmarillo
Savanna HankinsStephenville
Justin R. HaschkeGranbury · Certified Financial Planner
Lovess HenryAustin
Jessica D. HunnicuttAmarillo
Robert W. HuntleyGeorgetown · Certified Financial Planner, Chartered Financial Consultant
Zachary L. LanganGeorgetown
Nolan MaloneyAustin
Jeremy M. MatrangaThe Woodlands
Nathan W. MurphyAmarillo · Certified Financial Planner
Sean A. PhillipsDallas · Certified Financial Planner
Shalana D. PooleKyle · Certified Financial Planner
William R. RassmanWoodlands · Certified Financial Planner
Jace C. ReesSouthlake
James C. ReesTyler
Patricia RiveraSan Antonio
Richard R. RobieLake Jackson
Marlon K. ScottHouston
John M. SimsAmarillo
Texanna StallwitzAmarillo
H J. SturgeonSouthlake
Lindsey N. TooleSouthlake
Philip W. VannAmarillo · Certified Financial Planner
Curtis B. WileyHouston

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 254 California 23 Arizona 20 Pennsylvania 20 Colorado 18 Illinois 15 Louisiana 15 Florida 14 Michigan 14 Georgia 12 Kansas 12 Maryland 12 Wisconsin 12 Iowa 11 Ohio 10 Washington 10 New Jersey 8 Connecticut 7 Massachusetts 7 New York 7 Indiana 6 Minnesota 6 New Hampshire 6 Oklahoma 6 Oregon 5 Missouri 4 Tennessee 4 Montana 3 Nevada 3 South Dakota 3

Questions

How many Cwm, LLC financial advisors are in Texas?

40 investment adviser representatives are registered at Cwm, LLC offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 597 at the firm nationwide. 15 list the CFP designation and 6 are also registered as broker representatives.

Where in Texas does Cwm, LLC have the most advisors?

Amarillo, with 8, then Southlake (6). Cwm, LLC has advisors in 17 cities in Texas.

How do I check a Cwm, LLC advisor in Texas?

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.