Timothy
Avila

Cwm, LLC

CRD#6885061
Investment Advisor
in Yuma, AZ

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About this Advisor

Timothy Avila is an investment advisor who works in Yuma, Arizona. Currently a registered advisor at Cwm, LLC, Avila has 16 years of experience as a registered advisor. Avila holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Avila is able to serve clients in Arizona and Texas. Throughout their career, they have worked at Yuma Investment Group, Johnson Mortuary, Dex Media, Sysco Foodservices Of Arizona, Lpl Financial, LLC, Private Advisor Group, LLC and Cwm, LLC. Cwm, LLC is based out of Yuma, Arizona, and has 123 additional brick-and-mortar locations throughout the United States. In aggregate, Cwm, LLC manages $12 billion in assets covering 58,973 client accounts and employs more than 424 people. The amount of assets the firm manages places it among the largest firms in the country. The firm manages 58,932 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 15% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Cwm, LLC can offer financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. The firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

16 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

Timothy Avila Work History

Timothy has 16 years of experience.

2019 - Present (2 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

2004 - 2013 (9 years)

Sysco Foodservices Of Arizona

Disclosures

Timothy Avila has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cwm, LLC

Sonu Varghese
Omaha, NE
Tammy Rasplicka
Omaha, NE
Patrick Healy
Norwell, MA
Jonathan Mullins
Johnson City, TN
Robert Papa
Franklin Lakes, NJ
Christopher Schuler
Green Bay, WI
Breanne Vugteveen
Grand Rapids, MI
Jaclyn Hissick
Milldale, CT

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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