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 Clearing Services, 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|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 1999|
Total Assets Under Management4,315MILLIONS
Total Number of Accounts22,216ACCOUNTS
Average Account Value$194,234
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY