Kandace Lynette Gordy
Investment adviser representative at Cwm, LLC
8 yearsExperience
2 statesRegistered in
$50.6BFirm assets
15 yearsFirm in business
Are you Kandace Lynette Gordy? Claim your profile
Contact this firm
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
8 years in the industry.
- Cwm, LLCApr 2018 to now
- Carson WealthApr 2018 to now
- Kandi Gordy Optavia Health CoachDec 2021 to Sep 2023
- Cetera Advisor Networks LLCApr 2018 to May 2025
- Private Advisor Group, LLCOct 2015 to Apr 2018
- LPL Financial LLCSep 2015 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (IA, NV).
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
- 4328218
- Firm CRD
- 155344