Carson Greathouse, financial advisor Amarillo TX

Carson Greathouse

CRD Number: 7590522
Current Firm: Cwm, LLC

Carson Greathouse (CRD# 7590522) is an Investment Advisor Representative working at Cwm, LLC in Amarillo, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Carson Wealth Amarillo, TX Apr 2023 - Current 1
Cwm, LLC Omaha, NE Apr 2023 - Current 1
Pantera Energy Amarillo, TX Sep 2022 - Apr 2023 < 1
Happy State Bank Amarillo, TX Jul 2021 - Sep 2022 1
Mesilla Valley Transportation El Paso, TX Apr 2018 - Jul 2021 3
Unemployed El Paso, TX Jul 2017 - Apr 2018 < 1
Bank Of Commerce Amarillo, TX Dec 2016 - Jul 2017 < 1
West Texas A&m University Canyon, TX May 2013 - Dec 2016 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2023
Contact Info for Carson Greathouse
Phone Number: 402-330-0808
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    26,774
    MILLIONS
  • Total Number of Accounts
    110,327
    ACCOUNTS
  • Average Account Value
    $242,682
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)
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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