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Financial ADVSR advisor directory · SEC adviser records

Cwm, LLC financial advisors in Yakima, WA

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

3 registered advisors work at Cwm, LLC in Yakima, out of 634 at the firm nationwide; it ranks number 9 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Cwm, LLC advisors in Yakima, 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 Yakima

All Yakima advisors →

Edward Jones 17Morgan Stanley 12Leonard Rickey Investment Advisors, P.L.L.c. 8LPL Financial LLC 7Robert W. Baird & Co. Incorporated 7Capital Advisors Wealth Management 6Osaic Wealth, Inc. 5Ameriprise Financial Services, LLC 4Eagle Strategies LLC 3Raymond James Financial Services Advisors, Inc. 3State Farm Investment Management Corp. 3

Questions

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

3 investment adviser representatives are registered at Cwm, LLC offices in Yakima, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 634 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

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

Cwm, LLC ranks number 9 in Yakima by registered advisors; Edward Jones has the most, with 17.

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

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.