Harold Carmean (CRD# 3201337) is an Investment Advisor Representative working at Cwm Advisory, LLC in Ocean Pines, MD and has over 25 years of experience in the finance industry.
CRD# 6005366
Edward Jones
CRD# 6118139
Eagle Strategies LLC
CRD# 1574326
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cwm Advisory, LLC | Ocean Pines, MD | Apr 2019 - Current | 5 |
| Creative Wealth Management, LLC | Ocean Pines, MD | Feb 2011 - Current | 13 |
| Scf Securities, Inc. | Fresno, CA | Aug 2016 - Jun 2019 | 2 |
| Scf Investment Advisors, Inc. | Fresno, CA | Aug 2016 - Jun 2019 | 2 |
| National Life Of Vermont | Montpelier, VT | Dec 2000 - May 2019 | 18 |
| Wfg Investments | Ocean Pines, MD | Feb 2011 - Aug 2016 | 5 |
| Equity Services, Inc. | Montpelier, VT | Jan 2001 - Feb 2016 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1999 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1999 |
- DE
- MD
- PA
- TX
- VA
-
Total Assets Under Management68MILLIONS
-
Total Number of Accounts492ACCOUNTS
-
Average Account Value$137,666
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
DE, MD, PA, TX, VA
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