Toby John Lafont
Investment adviser representative at Cwm, LLC
23 yearsExperience
2 statesRegistered in
$50.6BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Cwm, LLCMar 2019 to now
- Cetera Wealth Services, LLCMar 2019 to now
- Cwm, LLC dba Carson Group PartnersMar 2019 to now
- Parish Wealth PartnersMar 2019 to now
- Colonel Properties, LLCNov 2017 to now
- Lafont & AssociatesApr 2003 to now
- LPL Financial LLCApr 2003 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Cwm, LLC
$50.6BAssets managed
52,669Clients
658Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2907104
- Firm CRD
- 155344