Patricia
Imperial
Cwa Asset Management Group
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About this Advisor
Patricia Imperial is a financial advisor who works out of Nashville, Tennessee with a total of 1 year of relevant experience. Imperial is currently employed by Cwa Asset Management Group. The advisor has gained experience at Fifth Third Securities, Fifth Third Bank, Cwa Asset Management Group, Finra, Calusa River and The Leaders Group Inc. Imperial maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Tennessee. Cwa Asset Management Group is a company that has its headquarters in Naples, FL. The company has offices in four locations and a total of 47 employees. It oversees $2 billion in total assets among its 1,333 accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 14 charitable organizations. Of its 1,333 customer accounts, 39% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fees vary depending on which services the firm provides the client. However, fees billed by Cwa Asset Management Group most likely are comprised of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cwa Asset Management Group Brokerage Details
$2,177,944,822
47
1,333
$1,633,867
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Patricia Imperial Work History
Patricia has been registered as a financial advisor for 1 years.*
Cwa Asset Management Group
Calusa River
The Leaders Group Inc
Finra
Fifth Third Securities
Fifth Third Bank
*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 Patricia Imperial 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 Cwa Asset Management Group
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Charlotte, NC
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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