Lori Jo Daff-siggins
Investment adviser representative at Cwm, LLC
15 yearsExperience
3 statesRegistered in
CFP® certification, ChFC®Designations
$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
15 years in the industry.
- Cwm, LLCMay 2019 to now
- Cwm, LLC dba Lions GateMay 2019 to now
- Mid Atlantic Financial Management, Inc.Jul 2015 to Oct 2019
- Mid Atlantic Capital CorporationJul 2015 to May 2019
- Lions Gate Wealth Management, LLCSep 2011 to May 2019
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 3 states (FL, PA, 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
- 4449107
- Firm CRD
- 155344