Krystle Mayorga (CRD# 5345999) is an Investment Advisor Representative working at Cwm, LLC in Yuma, AZ and has 1 year 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 |
---|---|---|---|
Yuma Investment Group Wealth Management | Yuma, AZ | Jan 2023 - Current | 1 |
Cwm, LLC | Omaha, NE | Dec 2022 - Current | 1 |
Yuma Investment Group Wealth Management | Yuma, AZ | May 2021 - Jan 2023 | 1 |
Advanced Benefits Consulting | St. Louis, MO | Nov 2020 - May 2021 | < 1 |
Yuma Investment Group Wealth Management | Yuma, AZ | Jun 2008 - Jan 2021 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- AZ
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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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