Wwm Financial
Wwm Financial (CRD# 157620) is a financial advisory firm headquartered in Carlsbad, CA. They manage $279,424,937 in 1,452 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management279MILLION
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Total Number of Accounts1,452ACCOUNTS
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Average Account Value$192,441
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, FL, IL, IN, LA, NV, OR, TX, VA
Gregory Carroll (CRD# 2542500) is an Investment Advisor Representative working at Wwm Financial in Carlsbad, CA and has over 29 years of experience in the finance industry.
Catherine Magana (CRD# 3235785) is an Investment Advisor Representative working at Wwm Financial in Carlsbad, CA and has over 23 years of experience in the finance industry.
Vincent Stefano (CRD# 1036945) is an Investment Advisor Representative working at Wwm Financial in Carlsbad, CA and has over 40 years of experience in the finance industry.
Steven Wolff (CRD# 1537203) is an Investment Advisor Representative working at Wwm Financial in Carlsbad, CA and has over 37 years of experience in the finance industry.
Andrea Austin (CRD# 7407523) is an Investment Advisor Representative working at Wwm Financial in Carlsbad, CA and has 1 year of experience in the finance industry.
Rachel Ivanovich (CRD# 4649787) is an Investment Advisor Representative working at Wwm Financial in Carlsbad, CA and has over 20 years of experience in the finance industry.