Profilo
Mr. Gary M.
Arford is Founder & President at Comprehensive Wealth Management LLC which he founded in April 2000.
He began his financial career working for US Bancorp for 13 years as Senior Trust officer.
He also served as Vice President and Manager of the Trust Real Estate Division, overseeing $850 million in assets.
As Marketing Director at Colonial Life & Accident/UNUM for three years, he specialized in pre-tax spending plans and payroll deducted personal benefit plans.
His extensive and diverse background helped to catapult him, as an independent financial advisor, to American Express Financial Advisors’ top-ranked new advisor in the U.S.
in 1995-96.
Currently, he is a member of the International Association of Financial Planners and President of Comprehensive Wealth Management, LLC.
Mr. Arford is a Certified Financial Planner, and has developed more than
1000 comprehensive financial plans and currently manages more than $360 million in assets for his clients.
Precedenti posizioni note di Gary Marlin Arford
| Società | Posizione | Fine |
|---|---|---|
| EXPERIENCE ART AND DESIGN INC | Direttore/Membro del Consiglio | 03/07/2014 |
Comprehensive Wealth Management LLC
 Comprehensive Wealth Management LLC Investment ManagersFinance Comprehensive Wealth Management LLC (CWM) is an independent asset management firm headquartered in Lynwood, Washington. The firm was founded in 2001 by Gary Arford. CWM provides advisory services to various clients such as individuals, trusts, and individual pension plan accounts. | Fondatore | 30/06/2014 |
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | - |
| Unum Corp. | Corporate Officer/Principal | - |
Colonial Life & Accident Insurance Co.
 Colonial Life & Accident Insurance Co. Investment ManagersFinance Colonial Life & Accident Insurance Co. provides insurance products and services. The firm offers personal insurance products including disability, accident, life, cancer, critical illness, hospital confinement, and limited benefit medical coverage. The company was founded by Edwin F. Averyt and J. Clifton Judy in 1937 and is headquartered in Columbia, SC | Corporate Officer/Principal | - |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Società quotate in Borsa | 1 |
|---|---|
| US BANCORP | Finance |
| Aziende private | 5 |
|---|---|
Comprehensive Wealth Management LLC
Comprehensive Wealth Management LLC Investment ManagersFinance Comprehensive Wealth Management LLC (CWM) is an independent asset management firm headquartered in Lynwood, Washington. The firm was founded in 2001 by Gary Arford. CWM provides advisory services to various clients such as individuals, trusts, and individual pension plan accounts. | Finance |
Colonial Life & Accident Insurance Co.
Colonial Life & Accident Insurance Co. Investment ManagersFinance Colonial Life & Accident Insurance Co. provides insurance products and services. The firm offers personal insurance products including disability, accident, life, cancer, critical illness, hospital confinement, and limited benefit medical coverage. The company was founded by Edwin F. Averyt and J. Clifton Judy in 1937 and is headquartered in Columbia, SC | Finance |
| Unum Corp. | Finance |
| American Express Financial Advisors, Inc. | |
Experience Art & Design, Inc.
 Experience Art & Design, Inc. Oil & Gas ProductionEnergy Minerals Experience Art & Design, Inc. explored oil and gas properties. The company was founded on January 24, 2011 and was headquartered in Las Vegas, NV. | Energy Minerals |
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- Gary Marlin Arford
