Clifford
York
Cwm, LLC
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About this Advisor
Clifford York is a financial advisor based out of Vincennes, Indiana who has 8 years of industry experience. York currently works for Cwm, LLC. Throughout their career, York has worked at Regions Bank, Cetera Investment Services, Cetera Investment Advisers LLC, Lpl Financial, Cwm, LLC and Cetera Advisor Networks LLC. York has Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to serve investors in Indiana and Texas. Cwm, LLC is a business operating out of Omaha, NE. The company has offices in 165 locations and a total of 1,111 financial advisors. It oversees $20 billion in total assets between its 96,956 accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 96,956 client accounts, 15% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules usually vary depending on which services the firm provides the client. However, fees billed by Cwm, LLC most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cwm, LLC Brokerage Details
$19,943,561,186
1,111
96,956
$205,697
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Clifford York Work History
Clifford has been registered as a financial advisor for 8 years.*
Cetera Advisor Networks LLC
Cwm, LLC
Cetera Investment Advisers LLC
Lpl Financial
Regions Bank
Cetera Investment Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Clifford York 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
Omaha, NE
Doylestown, PA
Omaha, NE
Sioux Falls, SD
Kennewick, WA
Vincennes, IN
Omaha, NE
Omaha, NE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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