linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Harold Lynn Carmean

CWM Advisory, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Harold? Claim Your Profile

About Harold Lynn Carmean

Harold Lynn Carmean is a financial advisor in Ocean Pines, MD, associated with CWM Advisory, LLC. Harold Lynn Carmean has been in the industry since 1999 and has experience in providing financial planning, pension consulting, and portfolio management for individuals. Harold Lynn Carmean has also worked with SCF Securities, Inc., WFG Investments, Inc., Equity Services, Inc., AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States.

Firm Information

Harold Carmean is currently registered with CWM Advisory, LLC. CWM Advisory, LLC is an independent investment advisory firm with 2 licensed agents and 3 investment adviser representatives. They specialize in providing financial planning, pension consulting, and selection of other advisors, managing portfolios for both individuals and businesses. They manage approximately $85 million in assets for 509 clients, primarily high-net-worth individuals and individuals other than high-net-worth. Their website is https://www.mycwmanagement.com.

$85.06M

Assets Under Management

7

Total Clients

3

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Harold Carmean’s Registration & Firm History

MD

09/22/2021 - Present

CWM Advisory, LLC (OCEAN PINES MD)

MD

08/01/2016 - 07/01/2019

SCF SECURITIES, INC. (OCEAN PINES MD)

MD

03/18/2011 - 08/01/2016

WFG INVESTMENTS, INC. (OCEAN PINES MD)

DE

01/26/2001 - 03/18/2011

EQUITY SERVICES, INC. (LEWES DE)

NY

04/01/1999 - 11/30/2000

AXA ADVISORS, LLC (NEW YORK NY)

NY

04/01/1999 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

Not sure if Harold Lynn Carmean is right for you?

Licenses & Designations

IA

Issued 11/09/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/07/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/13/1999

Series 7 - General Securities Representative Examination

BC

Issued 03/31/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Harold Lynn Carmean.
Not sure if Harold Lynn Carmean is right for you?