Deborah Lynn Minnick
Investment adviser representative at Cwa Asset Management Group
7 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.5BFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
7 years in the industry.
- Cwa Asset Management GroupApr 2018 to now
- Capital Wealth AdvisorsMar 2018 to now
- N/aJan 2018 to Mar 2018
- Suntrust Advisory ServicesSep 2016 to Dec 2017
- Suntrust Investment Services, Inc.Dec 2011 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (FL).
Cwa Asset Management Group
Legal name: Cwa Asset Management Group, LLC
$4.5BAssets managed
1,976Clients
48Advisers
12 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
- 4455417
- Firm CRD
- 158940