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Expert Q&A

How can I find out if a financial professional really holds a CWM title?

My advisor says he’s a Chartered Wealth Manager; I am looking for a database that I can verify with. Any suggestions? Thank you.


Related Topics: Financial Planning
Related Tags: CWM, Financial Advisor
Dante T. Thompson
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By Dante T. Thompson - The Benefit Center
Answered about 1 month ago

There are dozens of websites to verify a professional license’s and certifications. I would start with the State Department of Insurance, FINRA, CFP, or to make it easy simply ask your advisor to show you a copy of his/her certifications and licenses.

Michael Scott Mullenbach
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By Michael Scott Mullenbach - Raymond James & Associates, Inc
Answered 4 months ago

You will probably need to call if you really want to check. Here’s a useful link from FINRA. http://apps.finra.org/DataDirectory/1/prodesignations.aspx

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