Cw Securities, LLC
Cw Securities, LLC (CRD# 124496) is a financial advisory firm headquartered in Knoxville, TN. They manage $12,505,924 in 120 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts120ACCOUNTS
Average Account Value$104,216
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Jackie Simpson (CRD# 3081967) is an Investment Advisor Representative working at Cw Securities, LLC in Knoxville, TN and has over 16 years of experience in the finance industry.