Unclaimed
Macade Abbott Wright is a registered Investment Advisor Representative with CWM, LLC. Macade has been in the industry since February 2024. They have a Series 65 license and specialize in investment advice, financial planning and retirement planning. Macade has worked in a variety of roles, including at Louisiana State University and Carson Wealth The Shobe Financial Group. They are also registered in Louisiana.
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
LA
12/09/2024 - Present
CWM, LLC (Baton Rouge LA)
Active
Inactive
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