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Financial ADVSR advisor directory · SEC adviser records

Cwm, LLC financial advisors in Tulsa, OK

Every SEC-registered investment adviser representative at a Cwm, LLC office in Tulsa, A to Z.

3 registered advisors work at Cwm, LLC in Tulsa, out of 634 at the firm nationwide; it ranks number 53 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Cwm, LLC advisors in Tulsa, A to Z

Every Cwm, LLC advisor →

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 265Scottsdale, AZ 13Baton Rouge, LA 10Amarillo, TX 9Palatine, IL 8Cincinnati, OH 7Yuma, AZ 7Southlake, TX 6Wichita, KS 6Austin, TX 5Cedar Rapids, IA 5Green Bay, WI 5Hastings, NE 5Irvine, CA 5Lake Oswego, OR 5

Other firms in Tulsa

All Tulsa advisors →

Morgan Stanley 73Merrill Lynch, Pierce, Fenner & Smith Incorporated 55Bok Financial Securities, Inc. 45Edward Jones 43LPL Financial LLC 40Cetera Investment Advisers LLC 28Cavanal Hill Investment Management, Inc. 24Arvest Wealth Management 23State Farm Investment Management Corp. 23Mariner 21Osaic Wealth, Inc. 20Ameriprise Financial Services, LLC 19

Questions

How many financial advisors does Cwm, LLC have in Tulsa?

3 investment adviser representatives are registered at Cwm, LLC offices in Tulsa, Oklahoma, according to the SEC's Investment Adviser Public Disclosure records, out of 634 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Cwm, LLC one of the largest advisor employers in Tulsa?

Cwm, LLC ranks number 53 in Tulsa by registered advisors; Morgan Stanley has the most, with 73.

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

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.