Paris June Proctor
Investment adviser representative at Cwm, LLC
11 yearsExperience
1 stateRegistered in
$50.6BFirm assets
15 yearsFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Cwm, LLCJan 2026 to now
- Carson WealthJan 2026 to now
- Raymond James Financial Services Advisors, IncJun 2024 to Jan 2026
- Raymond James Financial Services, Inc.Jul 2023 to Jan 2026
- Sangre De Cristo Financial ServicesJul 2023 to Jan 2026
- UnemployedMay 2023 to Jul 2023
- Heavenly Maid Professional Cleaning BusinessFeb 2023 to May 2023
- City On A Hill Coffee & RoasteryJul 2022 to Feb 2023
- UnemployedJun 2022 to Jul 2022
- Coyote's Coffee DenMay 2022 to Jun 2022
- UnemployedMar 2022 to May 2022
- Goodie Nation 501c3Jun 2021 to Mar 2022
- UnemployedFeb 2021 to Jun 2021
- IconmaMar 2019 to Feb 2021
- Careers In NonprofitsNov 2018 to Mar 2019
- United Way of the Bay AreaJul 2017 to Nov 2018
- Officeteam - A Robert Half CompanyJun 2017 to Jul 2017
- Bethel School of Supernatural MinistryAug 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 7782598
- Firm CRD
- 155344