Paul
Boudwin
Cwm, LLC
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About this Advisor
Paul Boudwin is a financial advisor based in Houston, Texas, working with Cwm, LLC. Paul has previously held positions at Capital Home Loans, Eagle Mortgage, Regions Bank, Cetera Investment Advisers LLC, Cetera Investment Services LLC, Cwm, LLC, Wealth Standard Financial, Lpl Financial, LLC, and Citigroup. Paul has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Paul is part of Cwm, LLC, which operates out of Houston, Texas. The firm has 165 offices and 1,111 employees. The firm manages assets totaling $26.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Cwm, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cwm, LLC Brokerage Details
$26,774,389,503
1,111
110,327
$242,682
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Paul Boudwin Work History
Cwm, LLC
Wealth Standard Financial
Lpl Financial, LLC
Eagle Mortgage
Regions Bank
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Capital Home Loans
Citigroup
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
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Kennewick, WA
Sioux Falls, SD
Hastings, NE
Pittsburgh, PA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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