Paul
Boudwin
Cwm, LLC
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About this Advisor
Paul Boudwin is a financial advisor operating out of Houston, Texas with a total of 1 year of relevant experience. Boudwin is currently employed by Cwm, LLC. Over the course of their career, they have held roles at Citigroup, Capital Home Loans, Eagle Mortgage, Regions Bank, Cetera Investment Advisers LLC, Cetera Investment Services LLC, Lpl Financial, LLC, Cwm, LLC and Wealth Standard Financial. Boudwin maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Cwm, LLC is a firm operating out of Omaha, NE. The company has offices in 165 locations and a total of 1,111 people on staff. It oversees $20 billion in assets among its 96,956 accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 96,956 customer accounts, 15% are held by high-net-worth investors who have at least $1 million in investable assets. Cwm, LLC offers a diverse range 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 vary depending on the type of financial services offered. Fee types charged by Cwm, LLC can consist 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
Paul Boudwin Work History
Paul has been registered as a financial advisor for 1 years.*
Cwm, LLC
Wealth Standard Financial
Lpl Financial, LLC
Eagle Mortgage
Regions Bank
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Capital Home Loans
Citigroup
*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 Paul Boudwin 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
Omaha, NE
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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