Unclaimed Profile

Cheryl Arford

COMPREHENSIVE WEALTH MANAGEMENT, LLC·LYNNWOOD, Washington

COMPREHENSIVE WEALTH MANAGEMENT, LLC

4100 194TH ST SW, LYNNWOOD, WA 98036-4613CRD# 5905464Firm CRD# 116958

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cheryl Arford · LYNNWOOD, WA

Registration

CRD #5905464 · COMPREHENSIVE WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

5 disclosures on file · See FINRA BrokerCheck for full record

About

Cheryl Arford is a registered financial advisor based in LYNNWOOD, Washington, affiliated with COMPREHENSIVE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Cheryl

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Cheryl is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

COMPREHENSIVE WEALTH MANAGEMENT, LLC

COMPREHENSIVE WEALTH MANAGEMENT

AUM

$299M

Regulatory assets under management

Employees

Total firm employees

View all advisors at COMPREHENSIVE WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 5905464

Firm CRD# 116958

View on FINRA BrokerCheck →

Looking for a financial advisor in LYNNWOOD?

Browse all registered financial advisors in LYNNWOOD, Washington or claim this profile if it's yours.

Browse LYNNWOOD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Cheryl Arford offer?

Cheryl Arford specializes in Financial Planning, Investment Management. Contact their office in LYNNWOOD, Washington for a consultation.

What are Cheryl Arford's credentials?

Cheryl Arford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cheryl Arford located?

Cheryl Arford is based in LYNNWOOD, Washington, working with COMPREHENSIVE WEALTH MANAGEMENT, LLC. Their office serves clients in the LYNNWOOD metropolitan area and surrounding communities.

How does Cheryl Arford charge for services?

Cheryl Arford's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COMPREHENSIVE WEALTH MANAGEMENT, LLC?

COMPREHENSIVE WEALTH MANAGEMENT, LLC has approximately 13 employees and manages $299M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →