Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Faron? Claim Your ProfileFaron Daugs is a financial advisor with CWM, LLC based in Libertyville, IL. Faron has over 30 years of experience in the financial services industry and holds a Certified Financial Planner designation. Faron is registered as an Investment Advisor Representative in Illinois, Tennessee and Texas. Faron specializes in providing financial planning, portfolio management, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees from other investment advisors
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2
IL
01/03/2017 - Present
CWM, LLC (LIBERTYVILLE IL)
IL
01/17/2017 - 07/25/2023
CETERA ADVISOR NETWORKS LLC (LIBERTYVILLE IL)
IL
03/03/2000 - 01/19/2017
LPL FINANCIAL LLC (LIBERTYVILLE IL)
MN
07/27/1992 - 03/03/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/27/1992 - 03/03/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
09/16/1991 - 08/03/1992
STANFORD SECURITIES INCORPORATED (PALM DESERT CA)
IA
Issued 06/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1992
Series 7 - General Securities Representative Examination
BC
Issued 09/12/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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