Landon Collins
Landon Collins is a CFP-designated registered investment advisor at Cwm, LLC, based in Baton Rouge, LA, with 8 years of industry experience. Landon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 52,669 clients with $51B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual investment advisory fee ranges up to a maximum of 2.50% of assets held in the account. Fees are negotiable based on account size, complexity, and other factors.
Fee Estimator
Location
4609 Bluebonnet Blvd. Suite A, Baton Rouge, LA, 70809
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2022Other Business ActivitiesSells Insurance
Landon is an insurance agent selling fixed insurance products since 2018, dedicating a few hours per week. He also works full-time as an investment advisor representative/wealth advisor for CWM, LLC DBA Carson Partners and Olivier Group, providing advisory and brokerage services.
Employment History
Current Registrations
Cwm, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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