About this Advisor
Thomas Rush is a financial advisor who works out of Yuma, Arizona, who has been in the financial industry for 19 years. Rush is an advisor for Cwm, LLC. Over the course of their career, they have held roles at Lpl Financial LLC, Private Advisor Group, LLC and Cwm, LLC. Rush maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona and Texas. Cwm, LLC is a financial advisory business that has its headquarters in Yuma, Arizona. The firm has offices in 123 locations and a total of 424 employees. It handles $12 billion in assets across its 58,973 accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 58,973 accounts, 15% belong to high-net-worth investors who have more than $1 million in assets available to invest. Cwm, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees depend on the type of financial services offered. However, fee types charged by Cwm, LLC likely consist of 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
Thomas Rush Work History
Thomas has 19 years of experience.
Private Advisor Group, LLC
Lpl Financial LLC
Thomas Rush has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cwm, LLC
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.