Douglas
Fluke

Cwm, LLC

CRD#3046008
Investment Advisor
in Atlanta, GA
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About this Advisor

Douglas Fluke is a certified financial planner working out of Atlanta, Georgia, who has been in the industry for 12 years. Fluke is an advisor for Cwm, LLC. The advisor has gained experience at Cetera Advisor Networks LLC, Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.), Cwm, LLC and Dsf Wealth Management, LLC. Fluke holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Georgia and Louisiana. Cwm, LLC is a registered investment business operating out of Atlanta, Georgia. It has offices in 76 locations and a total of 343 people on staff. It controls $5 billion in assets under management between its 24,247 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 24,247 accounts, just 6% are associated with high-net-worth individuals who have greater than $1 million in assets. Cwm, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors depend on which services are provided. However, fees billed by Cwm, LLC likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

12 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

3384 Peachtree Rd. Ne Ste 260
Atlanta, GA 30326

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Cwm, LLC Brokerage Details

Total Assets Under Management

$7,502,978,872

GA Average: $1,978,216,465
Total Number of Employees

309

GA Average: 226
Total Number of Accounts

41,219

GA Average: 7,467
Average Account Size

$182,027

GA 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

Douglas Fluke Work History

Douglas has 12 years of experience.

2017 - Present (2 years)

Cetera Advisor Networks LLC

2016 - Present (3 years)

Cwm, LLC

2006 - 2017 (11 years)

Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.)

2006 - Present (13 years)

Dsf Wealth Management, LLC

Disclosures

Douglas Fluke has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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