Carla Stirling (CRD# 6218053) is an Investment Advisor Representative working at Cwm, LLC in Half Moon Bay, CA and has over 9 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cwm Llc Dba Carson Group Partners | Half Moon Bay, CA | Aug 2019 - Current | 4 |
| Cetera Advisor Networks | El Segundo, CA | Aug 2019 - Current | 4 |
| Parsons Financial Advisors | Half Moon Bay, CA | Feb 2017 - Current | 7 |
| Lpl Financial, LLC | Half Moon Bay, CA | May 2017 - Aug 2019 | 2 |
| Southcoast Equestrian | San Diego, CA | Jun 2015 - Feb 2017 | 1 |
| Ubs Financial Services Inc. | San Diego, CA | Jan 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
- CA
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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