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 19 years of experience in the finance industry.
Ubs Financial Services Inc.
Td Ameritrade, Inc.
|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|
Total Assets Under Management19,949MILLIONS
Total Number of Accounts82,314ACCOUNTS
Average Account Value$242,355
- 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