George Davis (CRD# 5205200) is an Investment Advisor Representative working at Cwm, LLC in Yuma, AZ and has over 17 years of experience in the finance industry.
CRD# 2791775
Lpl Financial LLC
CRD# 6885061
Cwm, LLC
CRD# 2808344
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cwm, LLC | Omaha, NE | Nov 2019 - Current | 4 |
| Private Advisor Group, LLC | Yuma, AZ | Jan 2018 - Nov 2019 | 1 |
| Lpl Financial LLC | Yuma, AZ | Aug 2006 - Nov 2019 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2006 |
| S65 | NASAA Investment Advisors Law Examination | May 2008 |
- AZ
- TX
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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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