George
Davis

Cwm, LLC

CRD#5205200
Investment Advisor
in Yuma, AZ

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About this Advisor

George Davis is a financial advisor working in Yuma, Arizona with a total of 4 years of relevant experience. Davis currently works for Cwm, LLC. Davis has gained experience at Lpl Financial LLC, Private Advisor Group, LLC and Cwm, LLC. Davis holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Arizona and Texas. Cwm, LLC is a business based in Omaha, NE. The investment advisory business has offices in 165 locations and a total of 1,111 financial advisors. It oversees $20 billion in assets among its 96,956 client accounts, placing it among the biggest firms in the nation by assets under management. Of its 96,956 client accounts, 15% belong to high-net-worth investors who have greater than $1 million in assets. Cwm, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advisory services typically vary depending on which service is provided. However, fees charged by Cwm, LLC can consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

182 E 16Th St. Suite D
Yuma, AZ 85364

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Cwm, LLC Brokerage Details

Total Assets Under Management

$19,943,561,186

AZ Average: $1,978,216,465
Total Number of Employees

1,111

AZ Average: 226
Total Number of Accounts

96,956

AZ Average: 7,467
Average Account Size

$205,697

AZ Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

George Davis Work History

George has been registered as a financial advisor for 4 years.*

2019 - Present (4 years)

Cwm, LLC

2018 - 2019 (1 year)

Private Advisor Group, LLC

2006 - 2019 (13 years)

Lpl Financial LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of George Davis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cwm, LLC

Paul Boudwin
Houston, TX
Timothy Hall
Omaha, NE
Camille Koppenberg
Omaha, NE
Kandace Gordy
Cedar Rapids, IA
Kristen Rainone
Omaha, NE
Clifford York
Vincennes, IN
Jaymon Meikle
Omaha, NE
Benjamin Rosholt
Omaha, NE

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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