| Advisor Profile |
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| Name: |
Tor Hotham, CFP® |
| Phone Number: |
(484) 653-5718 |
| Website: |
Visit Website
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Business Description |
CWMG helps you simplify the demands of managing your wealth in order to enable you to devote time to your business, your personal endeavors and your family.
We organize your assets, asset allocation strategy, insurance, and your financial and estate plans to help simplify, consolidate and integrate every aspect of your financial future.
Securities and portfolio management offered through LPL Financial Member FINRA/SIPC |
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General Information |
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| Name of Broker/Dealer: |
LPL Financial
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| States Licensed in: |
PA, NJ, DE
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| Years of Experience in Financial Services: |
13
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| Number of Years with Current Firm: |
11
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| I work with the following types of clients: |
Individual Investors, Businesses
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Education |
| Academic Background |
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BS, Finance - Shippensburg University (1988) MBA - Bloomsburg University (1989) |
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Services |
| Investment Types: |
REITs, Bonds, Stocks, Annuities, Insurance, Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs)
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Consultant (ChFC®), Accredited Estate Planner (AEP)
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| Securities Licenses: |
Series 24, Series 63, Series 7
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| Insurance and Annuity Licenses: |
Disability, Long Term Care, Variable Annuity, Variable Life, Life, Health, Annuity
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| Financial Organization Memberships: |
National Association of Estate Planners & Councils (NAEPC)
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$250,000
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| Compensation Methods: |
Based on Assets
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| Prepared By: |
Tor Hotham, CFP® |
Frequently Asked Questions |
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