Financial ADVSR advisor directory · SEC adviser records
Cwm, LLC financial advisors in Utah
Every SEC-registered investment adviser representative at a Cwm, LLC office in Utah, by city and A to Z.
6 registered advisors work at Cwm, LLC in Utah, out of 597 nationwide; it's the firm's number 23 state by advisors, and the most are in Centerville (3). 3 list the CFP designation and 0 are also registered broker representatives.
Cwm, LLC advisors by city in Utah
Every firm in Utah →Cwm, LLC advisors in Utah, A to Z
Search by name →- Michael J. GibbsCenterville
- Alan R. HodgsonCenterville · Certified Financial Planner
- Gabriel M. MairesCenterville
- Joseph E. PondKaysville · Certified Financial Planner
- Levi T. PortKaysville · Certified Financial Planner
- Joshua M. PottsMurray
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 277Texas 38Arizona 19Colorado 18Wisconsin 17Pennsylvania 16California 15Illinois 14Florida 12Michigan 12Iowa 11Georgia 10Louisiana 10Kansas 9Massachusetts 9Washington 9Indiana 8Maryland 8New Jersey 8Ohio 7Connecticut 6Oregon 6Missouri 5Oklahoma 5Tennessee 5Minnesota 4New Hampshire 4Nevada 4New York 4South Dakota 4Arkansas 3Kentucky 3Montana 3Virginia 3
Questions
How many Cwm, LLC financial advisors are in Utah?
6 investment adviser representatives are registered at Cwm, LLC offices in Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 597 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in Utah does Cwm, LLC have the most advisors?
Centerville, with 3, then Kaysville (2). Cwm, LLC has advisors in 3 cities in Utah.
How do I check a Cwm, LLC advisor in Utah?
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.