Financial ADVSR advisor directory · SEC adviser records
Cwm, LLC financial advisors in Marietta, GA
Every SEC-registered investment adviser representative at a Cwm, LLC office in Marietta, A to Z.
The short answer
3 registered advisors work at Cwm, LLC in Marietta, out of 597 at the firm nationwide; it ranks number 23 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Cwm, LLC advisors in Marietta, A to Z
Every Cwm, LLC advisor →- Lisa B. GarrisCertified Financial Planner
- Wesley N. HackneyCertified Financial Planner
- Cara P. MarinovichCertified Financial Planner
Cwm, LLC advisors in every city and state →Cwm, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Cwm, LLC advisors in other cities
Omaha, NE 249Scottsdale, AZ 11Baton Rouge, LA 10Amarillo, TX 8Palatine, IL 8Yuma, AZ 7Cincinnati, OH 6Southlake, TX 6Cedar Rapids, IA 5Green Bay, WI 5Hastings, NE 5Irvine, CA 5Lebanon, NH 5Milton, GA 5Overland Park, KS 5
Other firms in Marietta
All Marietta advisors →Impact Partnership Wealth, LLC 35Edward Jones 20Cambridge Investment Research Advisors, Inc. 18LPL Financial LLC 16State Farm Investment Management Corp. 15Wells Fargo Clearing Services, LLC 13Merrill Lynch, Pierce, Fenner & Smith Incorporated 12Osaic Wealth, Inc. 12Narwhal Capital Management 11Strategic Advisers LLC 11Nicholas Wealth Management 10Cetera Investment Advisers LLC 9
Questions
How many financial advisors does Cwm, LLC have in Marietta?
3 investment adviser representatives are registered at Cwm, LLC offices in Marietta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 597 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Cwm, LLC one of the largest advisor employers in Marietta?
Cwm, LLC ranks number 23 in Marietta by registered advisors; Impact Partnership Wealth, LLC has the most, with 35.
How do I check a Cwm, LLC advisor in Marietta?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.