George
Davis

Cwm, LLC

CRD#5205200
Investment Advisor
in Yuma, AZ

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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

Series 63, Series 65

Years of Experience

14 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

Disclosures

No

Office Location

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

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Cwm, LLC Brokerage Details

Total Assets Under Management

$11,897,043,072

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

424

AZ Average: 226
Total Number of Accounts

58,973

AZ Average: 7,467
Average Account Size

$201,737

AZ Average: $264,928

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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 14 years of experience.

2019 - Present (2 years)

Cwm, LLC

2018 - 2019 (1 year)

Private Advisor Group, LLC

2006 - 2019 (13 years)

Lpl Financial LLC

Disclosures

George Davis has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cwm, LLC

Patrick Healy
Norwell, MA
Sonu Varghese
Omaha, NE
Jaclyn Hissick
Milldale, CT
Krista Thompson
Omaha, NE
Christopher Schuler
Green Bay, WI
Iker Pimienta
Spring, TX
Christopher Tobey
Holliston, MA
Cole David
Omaha, NE

This content was compiled from the SEC and FINRA.

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.

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