Cw Securities, LLC

Cw Securities, LLC (CRD# 124496) is a financial advisory firm headquartered in Knoxville, TN. They manage $13,788,258 in 263 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    263
    ACCOUNTS
  • Average Account Value
    $52,427
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TN

Financial Advisors at Cw Securities, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael E. Cox
CRD#: 2129658
8870 Cedar Springs Lane, Suite 208, Knoxville, TN 37923
98
Wealthminder
score
Michael Cox (CRD# 2129658) is an Investment Advisor Representative working at Cw Securities, LLC in Knoxville, TN and has over 25 years of experience in the finance industry.
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