William Cave, financial advisor Albany GA
89 score

William Cave

CRD Number: 6093801
Current Firm: Cwm, LLC

William Cave (CRD# 6093801) is an Investment Advisor Representative working at Cwm, LLC in Albany, GA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Cwm, LLC Omaha, NE Jan 2015 - Current 1
Financial And Investment Management Advisors, Inc. Albany, GA Mar 2014 - Current 2
Lpl Financial LLC Albany, GA Aug 2013 - Current 3
Whiddon Wealth Management, LLC Albany, GA Sep 2012 - Aug 2013 < 1
Musculoskeletal Associates Albany, GA Jan 2012 - Aug 2012 < 1
Southwestern Emergency Physicians P.c. Albany, GA Mar 2010 - Dec 2011 1
Darton College Albany, GA Aug 2006 - May 2010 3
Shutter's Plus Inc. Albany, GA Aug 2006 - Mar 2010 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for William B. Cave
Phone Number: 402-330-0808
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    3,126
    MILLIONS
  • Total Number of Accounts
    14,804
    ACCOUNTS
  • Average Account Value
    $211,177
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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