Cw Securities, LLC

Cw Securities, LLC (CRD# 124496) is a financial advisory firm headquartered in Knoxville, TN. They manage $78,508,663 in 188 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
8870 Cedar Spring Lane, Suite 208, Knoxville, TN 37923
By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    188
    ACCOUNTS
  • Average Account Value
    $417,599
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TN, TX

Financial Advisors at Cw Securities, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael Cox, financial advisor Knoxville TN
Michael E. Cox
CRD#: 2129658
8870 Cedar Springs Lane, Suite 208, Knoxville, TN 37923
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.
2
Monica Head, financial advisor Knoxville TN
Monica R. Head
CRD#: 6691822
8870 Cedar Springs Lane, Suite 208, Knoxville, TN 37923

Monica Head (CRD# 6691822) is an Investment Advisor Representative working at Cw Securities, LLC in Knoxville, TN and has over 7 years of experience in the finance industry.

3
Jackie Simpson, financial advisor Knoxville TN
Jackie L. Simpson
CRD#: 3081967
8870 Cedar Springs Lane, Suite 208, Knoxville, TN 37923

Jackie Simpson (CRD# 3081967) is an Investment Advisor Representative working at Cw Securities, LLC in Knoxville, TN and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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