About this Advisor
Joanne Tortolano is an advisor whose office is in Yuma, Arizona. Currently a registered advisor with Cwm, LLC, they have accrued a notable 24 years of professional experience. Tortolano maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative. Tortolano is registered to act as an advisor based out of Arizona and Texas. Over the course of their career, they have held roles at Dartmouth College, John W. Durkee Cpa Pc, Lpl Financial, LLC, Cwm, LLC, Wadsworth & Hansen, Financial Planners and Private Advisor Group, LLC. Cwm, LLC is headquartered in Yuma, Arizona, and has 123 additional offices in the nation. As a company, Cwm, LLC manages $12 billion in assets throughout 58,973 client accounts and employs more than 424 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the country. The firm manages 58,932 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 15% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Cwm, LLC offers 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
Joanne Tortolano Work History
Joanne has 24 years of experience.
Lpl Financial, LLC
Private Advisor Group, LLC
Wadsworth & Hansen, Financial Planners
John W. Durkee Cpa Pc
Joanne Tortolano has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cwm, LLC
Johnson City, TN
Franklin Lakes, NJ
Green Bay, WI
Grand Rapids, MI
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.