linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Paul William Boudwin

CWM, LLC

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

About Paul William Boudwin

Paul Boudwin is an Investment Advisor Representative with CWM, LLC. Paul has been in the industry since 2006, and holds licenses for both securities and investment advising. Paul is based in Houston, Texas and can also service clients in Omaha, Nebraska.

Firm Information

Paul Boudwin is currently registered with CWM, LLC. CWM, LLC is a registered investment adviser based in Omaha, NE, with over 475 investment adviser representatives. The firm manages a total of $26.77 billion in client assets, primarily for high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and pension and profit-sharing plans. The firm offers advisory services such as financial planning, portfolio management for individuals, selection of other advisers, and sub-advisory services for other investment advisory firms. The firm also participates in wrap fee programs.
CWM, LLC

14600 BRANCH ST.

OMAHA, NE 68154

$26.77B

Assets Under Management

629

Total Clients

448

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

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.

check

sub-advisory services for other investment advisory firms

Sub-advisory services for other investment advisory firms

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.

check

other

Solicitor fees from other investment advisors

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.

Paul Boudwin’s Registration & Firm History

TX

07/27/2022 - Present

CWM, LLC (Houston TX)

TX

03/17/2020 - 07/28/2022

LPL FINANCIAL LLC (HOUSTON TX)

MN

11/02/2016 - 02/12/2019

CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)

TX

12/10/2013 - 05/01/2015

CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)

TX

10/23/2009 - 04/20/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)

TX

12/14/2006 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (HOUSTON TX)

TX

01/01/2006 - 12/06/2006

WADDELL & REED, INC. (HOUSTON TX)

Not sure if Paul William Boudwin is right for you?

Licenses & Designations

IA

Issued 03/28/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/11/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/2010

Series 7 - General Securities Representative Examination

BC

Issued 12/29/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Paul William Boudwin. Review regulatory record here.
Not sure if Paul William Boudwin is right for you?