Paul Boudwin (CRD# 4104762) is an Investment Advisor Representative working at Cwm, LLC in Houston, TX and has over 18 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cwm, LLC | Omaha, NE | Jul 2022 - Current | 1 |
| Wealth Standard Financial | Houston, TX | Mar 2020 - Current | 4 |
| Lpl Financial, LLC | Houston, TX | Mar 2020 - Jul 2022 | 2 |
| Regions Bank | Houston, TX | Sep 2016 - Mar 2020 | 3 |
| Cetera Investment Advisers LLC | Houston, TX | Oct 2016 - Feb 2019 | 2 |
| Cetera Investment Services LLC | St. Cloud, MN | Oct 2016 - Feb 2019 | 2 |
| Eagle Mortgage | Houston, TX | Jun 2016 - Sep 2016 | < 1 |
| Capital Home Loans | The Woodlands, TX | Oct 2015 - Jun 2016 | < 1 |
| Unemployed | Houston, TX | May 2015 - Oct 2015 | < 1 |
| Citigroup | Houston, TX | Apr 2013 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2006 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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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
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