William
Royal
Cwm, LLC
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About this Advisor
William Royal is a financial advisor based in Stephenville, Texas, working with Cwm, LLC. William has previously held positions at Edward Jones, Halliburton Energy Services, Usda Southern Plains Agricultural Research Center, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Lpl Financial, Cwm, LLC Dba Carson Group Partners, Bmy Wealth Mangement, and Cetera Advisor Networks. William has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, William is part of Cwm, LLC, which operates out of Stephenville, 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
William Royal Work History
Cwm, LLC Dba Carson Group Partners
Cetera Advisor Networks
Bmy Wealth Mangement
Lpl Financial
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Edward Jones
Halliburton Energy Services
Usda Southern Plains Agricultural Research Center
Disclosures
Please visit the SEC profile of William Royal 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
Foxboro, MA
Sioux Falls, SD
Omaha, NE
Omaha, NE
Kennewick, WA
Omaha, NE
Hastings, NE
Pittsburgh, PA
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