Amy
Cadwell
Cwm, LLC
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About this Advisor
Amy Cadwell is a financial advisor working in Orlando, Florida, with a total of 10 years in the industry. Cadwell works at Cwm, LLC. Over the course of their career, Cadwell has held roles at Valic Financial Advisors, Inc, John E. Winner, Inc, Owen Property Group, LLC, Elson Investments LLC D/B/A Celebration Premier Properties, Lpl Financial, LLC, Cadwell Wealth Asset Management, LLC, Cwm, LLC and Cetera Advisor Networks LLC. Cadwell holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Florida. Cwm, LLC is a financial advisory company operating in Orlando, Florida. It has offices in 123 locations and a total of 424 financial advisors. It has $12 billion in assets under management across its 58,973 customer accounts, making it one of the largest firms in the nation by assets under management. Of its 58,973 accounts, 15% belong to high-net-worth individuals who have more than $1 million in investable assets. Cwm, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advice depend on which services the firm provides the client. Fee types billed by Cwm, LLC likely consist 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
$11,897,043,072
424
58,973
$201,737
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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
Amy Cadwell Work History
Amy has 10 years of experience.
Cwm, LLC
Cetera Advisor Networks LLC
Cadwell Wealth Asset Management, LLC
Owen Property Group, LLC
Lpl Financial, LLC
Valic Financial Advisors, Inc
John E. Winner, Inc
Elson Investments LLC D/B/A Celebration Premier Properties
Disclosures
Amy Cadwell has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cwm, LLC
Omaha, NE
Grand Rapids, MI
Omaha, NE
Omaha, NE
Kissimmee, FL
Omaha, NE
Omaha, NE
Franklin Lakes, NJ
The content in this profile was updated by SmartAsset on 08/06/2020 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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