Alana
Macy
Cwm, LLC
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About this Advisor
Alana Macy is a financial advisor based in Boulder, Colorado, working with Cwm, LLC. Alana has previously held positions at Householder Group, Lpl Financial LLC, Householder Group Estate & Retirement Specialists, Fidelity Brokerage Services LLC, Lpl Financial, LLC, Amy Noel, Inc, Cetera Advisor Networks, Cwm, LLC, and Bloom Wealth Advisors. Alana has passed the Series 66 regulatory exam and is registered to provide services in Colorado and Texas. Currently, Alana is part of Cwm, LLC, which operates out of Boulder, Colorado. The firm has 165 offices and 1,111 employees. The firm manages assets totaling $26.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Cwm, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cwm, LLC Brokerage Details
$26,774,389,503
1,111
110,327
$242,682
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Alana Macy Work History
Cwm, LLC
Bloom Wealth Advisors
Cetera Advisor Networks
Amy Noel, Inc
Lpl Financial, LLC
Lpl Financial, LLC
Amy Noel, Inc
Fidelity Brokerage Services LLC
Lpl Financial LLC
Householder Group
Householder Group Estate & Retirement Specialists
Disclosures
Please visit the SEC profile of Alana Macy 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
Grandville, MI
Pittsburgh, PA
Arvada, CO
Omaha, NE
Omaha, NE
Half Moon Bay, CA
Hastings, NE
Fort Atkinson, WI
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