Randy Harrison, financial advisor Omaha NE
96 score

Randy Harrison

CRD Number: 2985553
Current Firm: Cwm, LLC

Randy Harrison (CRD# 2985553) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 14 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cwm,, LLC Omaha, NE Feb 2013 - Current 3
Financial Network El Segundo, CA Feb 2012 - Feb 2013 1
Allianz Life Insurance Of North America Minneapolis, MN Nov 2009 - Jan 2012 2
Allianz Life Financial Services Minneapois, MN Nov 2009 - Jan 2012 2
Directed Services, Inc. West Chester, PA Aug 2005 - Oct 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2002
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Randy W. Harrison
Phone Number: 402-330-0808
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    3,126
    MILLIONS
  • Total Number of Accounts
    14,804
    ACCOUNTS
  • Average Account Value
    $211,177
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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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