Harold Lynn Carmean
Investment adviser representative at Cwm Advisory, LLC
26 yearsExperience
4 statesRegistered in
$101MFirm assets
Under 1 yearFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Pension consulting
Experience
26 years in the industry.
- Cwm Advisory, LLCApr 2019 to now
- Creative Wealth Management, LLCFeb 2011 to now
- Scf Investment Advisors, Inc.Aug 2016 to Jun 2019
- Scf Securities, Inc.Aug 2016 to Jun 2019
- National Life of VermontDec 2000 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 4 states (DE, FL, MD, TX).
Cwm Advisory, LLC
$101MAssets managed
248Clients
3Advisers
Under 1 yearIn 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
- 3201337
- Firm CRD
- 299923