Debra Helen Taylor
Investment adviser representative at Cwm, LLC
19 yearsExperience
2 statesRegistered in
PFSDesignation
$50.6BFirm assets
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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
19 years in the industry.
- Carson WealthJan 2025 to now
- Taylor Bookkeeping and Administrative Services, LLCApr 2017 to now
- Cwm, LLCJun 2015 to now
- Cetera Advisor Networks LLCJan 2017 to Aug 2023
- Taylor Financial GroupJun 2015 to Jan 2025
- LPL Financial LLCMar 2007 to Jan 2017
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 3007611
- Firm CRD
- 155344