Randy Harrison, financial advisor Omaha NE

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 19 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 9
Financial Network El Segundo, CA Feb 2012 - Feb 2013 1
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
    19,949
    MILLIONS
  • Total Number of Accounts
    82,314
    ACCOUNTS
  • Average Account Value
    $242,355
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)
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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