James
Couzens
Cwm, LLC
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About this Advisor
James Couzens is a financial advisor based in Farmington, Connecticut, working with Cwm, LLC. James has previously held positions at Royal Alliance Associates, Inc, Karn, Couzens & Associates, Inc, Cwm, LLC Dba Carson Partners - Crd # 155344, and Cetera Advisor Networks. James has passed the Series 63 regulatory exam and is registered to provide services in Connecticut. Currently, James is part of Cwm, LLC, which operates out of Farmington, Connecticut. The firm has 165 offices and 1,111 employees. The firm manages assets totaling $26.8 billion and serves a variety of clients, including high-net-worth individuals. 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
James Couzens Work History
Cwm, LLC Dba Carson Partners - Crd # 155344
Cetera Advisor Networks
Karn, Couzens & Associates, Inc
Royal Alliance Associates, Inc
Disclosures
Please visit the SEC profile of James Couzens 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
Cockeysville, MD
Sioux Falls, SD
Omaha, NE
Orlando, FL
Omaha, NE
Omaha, NE
Hastings, NE
Pittsburgh, PA
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