Carla
Stirling
Cwm, LLC
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About this Advisor
Carla Stirling is a financial advisor based out of Half Moon Bay, California, with 3 years of industry experience. Stirling is on the advisory team at Cwm, LLC. Over the course of their career, Stirling has held roles at Ubs Financial Services Inc, Pratt & Whitney, Ubs Financial Services, Southcoast Equestrian, Parsons Financial Advisors, Lpl Financial, LLC, Cwm LLC Dba Carson Group Partners and Cetera Advisor Networks. Stirling has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in California. Cwm, LLC is a company that has its headquarters in Omaha, NE. The investment advisory business has offices in 165 locations and a total of 1,111 people on staff. It controls $20 billion in total assets across its 96,956 accounts, placing it among the biggest firms in the United States by assets under management. Of its 96,956 customer accounts, 15% are held by high-net-worth clients who have more 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 typically depend on which services the firm provides the client. However, fees billed by Cwm, LLC can 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
Carla Stirling Work History
Carla has been registered as a financial advisor for 3 years.*
Cwm LLC Dba Carson Group Partners
Cetera Advisor Networks
Parsons Financial Advisors
Lpl Financial, LLC
Southcoast Equestrian
Ubs Financial Services Inc
Ubs Financial Services
Pratt & Whitney
*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 Carla Stirling 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
Omaha, NE
Yuma, AZ
Omaha, NE
Omaha, NE
Vincennes, IN
Sioux Falls, SD
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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