About this Advisor
George Davis is a financial advisor based in Yuma, Arizona. Currently an investment advisor with Cwm, LLC, Davis has 14 years of professional experience. Davis holds Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Davis is registered to work with investors based out of Arizona and Texas. Their career trajectory has included roles at Lpl Financial LLC, Private Advisor Group, LLC and Cwm, LLC. Cwm, LLC is headquartered in Yuma, Arizona, and operates out of 123 additional locations throughout the nation. In total, Cwm, LLC manages $12 billion in assets throughout 58,973 accounts and employs more than 424 people. The firm's total assets under management places it among the biggest financial advisory firms in the United States. The firm manages 58,932 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 15% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Cwm, LLC can offer financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. The firm's fees may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Cwm, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
George Davis Work History
George has 14 years of experience.
Private Advisor Group, LLC
Lpl Financial LLC
George Davis has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cwm, LLC
Green Bay, WI
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.