Timothy
Avila

Cwm, LLC

CRD#6885061
Investment Advisor
in Yuma, AZ

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About this Advisor

Timothy Avila is a financial advisor based out of Yuma, Arizona with a total of 4 years of industry experience. Avila is an advisor for Cwm, LLC. Throughout their career, Avila has worked at Yuma Investment Group, Johnson Mortuary, Dex Media, Lpl Financial, LLC, Private Advisor Group, LLC and Cwm, LLC. Avila maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Arizona and Texas. Cwm, LLC is a financial advisory business headquartered in Omaha, NE. The investment advisory business has offices in 165 locations and a total of 1,111 people on staff. It controls $20 billion in total assets across its 96,956 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 96,956 customer accounts, 15% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules typically depend on which services are provided. However, fees charged by Cwm, LLC most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

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

Timothy Avila Work History

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

2019 - Present (5 years)

Cwm, LLC

2018 - 2019 (1 year)

Private Advisor Group, LLC

2017 - 2018 (1 year)

Yuma Investment Group

2017 - 2019 (2 years)

Lpl Financial, LLC

2014 - 2017 (3 years)

Johnson Mortuary

2013 - 2014 (1 year)

Dex Media

*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 Timothy Avila 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

Camille Koppenberg
Omaha, NE
Timothy Avila
Yuma, AZ
Jaymon Meikle
Omaha, NE
Daniel Streetman
Omaha, NE
Randy Harrison
Omaha, NE
Clifford York
Vincennes, IN
Dean Bertsch
Sioux Falls, SD
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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