Paul WestCRD Number: 3146739
Current Firm: Cwm, LLC
Paul West (CRD# 3146739) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 18 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Cwm, LLC||Omaha, NE||Jun 2012 - Current||5|
|Method Enterprises, LLC||Omaha, NE||Nov 2011 - Jun 2012||< 1|
|Ipro One Management, Inc.||West Palm Beach, FL||Oct 2007 - Nov 2011||4|
|Capital Professional Advisors, LLC||Omaha, NE||Jun 2007 - Oct 2007||< 1|
|Securities America Advisors, Inc.||Omaha, NE||Jul 2003 - Oct 2007||4|
|Securities America, Inc.||Omaha, NE||Jun 1998 - Oct 2007||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 1999|
Total Assets Under Management3,126MILLIONS
Total Number of Accounts14,804ACCOUNTS
Average Account Value$211,177
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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