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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
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Cwm, LLC Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
George Davis Work History
George has been registered as a financial advisor for 4 years.*
Private Advisor Group, LLC
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.
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
Cedar Rapids, IA
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 firstname.lastname@example.org.
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