Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Landon? Claim Your ProfileLandon Matheu Collins is a wealth advisor with CWM, LLC dba Carson Partners. Landon has over 6 years of experience in the financial services industry. Landon specializes in providing financial planning, investment management, and other advisory services to individuals and families. Landon is registered with the Securities and Exchange Commission (SEC) and holds the Series 7, Series 66 and SIE licenses.
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
1
2
LA
05/03/2024 - Present
CWM, LLC (Baton Rouge LA)
LA
03/15/2018 - 04/25/2024
EDWARD JONES (DENHAM SPRINGS LA)
BOTH
Issued 05/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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