Jaclyn
Hissick
Cwm, LLC
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About this Advisor
Jaclyn Hissick is a financial advisor who works out of Milldale, Connecticut, with 12 years of experience as a financial advisor. Hissick currently works for Cwm, LLC. Hissick has gained experience at Harvest Capital LLC, Harvest Capital Advisors LLC, Insurance Agenet Appointed With Various Carriers, Infinex Investments, Inc, Cetera Advisor Networks, Flp Financial Group, LLC and Cwm, LLC. Hissick holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Connecticut. Cwm, LLC is an advisory business headquartered in Milldale, Connecticut. The investment advisory business has offices in 165 locations and a total of 990 financial advisors. It administers $20 billion in assets between its 82,314 client accounts, making it one of the largest firms in the United States by assets under management. Of its 82,314 customer accounts, 18% are associated with high-net-worth clients who have more than $1 million in investable assets. The firm provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management usually are based on which services are offered. However, fee types billed by Cwm, LLC most likely consist of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Cwm, LLC Brokerage Details
$19,949,200,065
990
82,314
$242,355
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Jaclyn Hissick Work History
Jaclyn has 12 years of experience.
Cetera Advisor Networks
Flp Financial Group, LLC
Cwm, LLC
Infinex Investments, Inc
Harvest Capital Advisors LLC
Harvest Capital LLC
Insurance Agenet Appointed With Various Carriers
Disclosures
Jaclyn Hissick has no disclosures.
Please visit their SEC profile for more details.
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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