Faron Daugs (CRD# 2177774) is an Investment Advisor Representative working at Cwm, LLC in Libertyville, IL and has over 32 years of experience in the finance industry. Faron Daugs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5252940
Cetera Investment Advisers LLC
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
CRD# 2424715
Mesirow Financial Investment Management, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Cwm LLC | Libertyville, IL | Mar 2014 - Current | 10 |
Harrison Wallace Financial Group, Ltd. | Libertyville, IL | Mar 2000 - Current | 24 |
Cetera Advisor Networks, LLC | El Segundo, CA | Jan 2017 - Jul 2023 | 6 |
Lpl Financial LLC | Libertyville, IL | Mar 2000 - Jan 2017 | 16 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1991 |
S65 | NASAA Investment Advisors Law Examination | Jun 1996 |
- IL
- TN
- TX
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Total Assets Under Management19,944MILLIONS
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Total Number of Accounts96,956ACCOUNTS
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Average Account Value$205,697
- A percentage of assets under your management
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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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