Alicia
Reed
Cwm, LLC
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About this Advisor
Alicia Reed is a financial advisor working in Warren, Pennsylvania, with 4 years of relevant experience. Reed is currently employed by Cwm, LLC. The advisor has gained experience at Commonwealth Financial Network, Lions Gate Wealth Management, Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, Inc and Cwm, LLC. Reed has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania. Cwm, LLC is a registered investment firm based out of Omaha, NE. The company has offices in 165 locations and a total of 1,111 financial advisors. It oversees $20 billion in assets under management among its 96,956 customer accounts, placing it among the biggest firms in the United States by assets under management. Of its 96,956 customer accounts, 15% belong to high-net-worth individuals who have greater than $1 million in investable assets. Cwm, LLC offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules typically depend on which services the firm provides the client. Fee types billed by Cwm, LLC most likely include any blend of 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
Alicia Reed Work History
Alicia has been registered as a financial advisor for 4 years.*
Cwm, LLC
Mid Atlantic Financial Management, Inc
Mid Atlantic Capital Corporation
Commonwealth Financial Network
Lions Gate Wealth Management
*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 Alicia Reed 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
Houston, TX
Omaha, NE
Yuma, AZ
Cedar Rapids, IA
Omaha, NE
Vincennes, IN
Sioux Falls, SD
Omaha, NE
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