Randy HarrisonCRD 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 15 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||Feb 2013 - Current||5|
|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|
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