Paul H Barlow

Employer firm

Cwm, LLC CRD 155344

$50.6B regulatory AUM 248 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 01/2017
  Ftb Advisors, Inc.
  Memphis, TN
• 01/2017 → 01/2019
  Guardian Life Ins
  Memphis, TN
• 02/2017 → 01/2019
  Park Avenue Securities
  Memphis, TN
• 01/2019 → 11/2020
  Charles Schwab & Co., Inc.
  Atlanta, GA
• 11/2020 → 04/2022
  Cornercap
  Atlanta, GA
• 06/2022 → 05/2025
  Mercer Global Advisors
  Fishers, IN
• 05/2025 → Present
  Carson Group
  Omaha, NE
• 05/2025 → Present
  Cwm, Llc
  Omaha, NE

Previous Registrations

• 2022-06-06 → 2025-05-28
  Mercer Global Advisors Inc.
  Denver, CO
  Livonia, MI
• 2019-06-18 → 2020-11-24
  Charles Schwab & Co., Inc.
  Atlanta, GA
  Boca Raton, FL
• 2017-02-07 → 2019-01-17
  Park Avenue Securities Llc
  Memphis, TN
• 2015-08-07 → 2017-01-04
  First Horizon Advisors, Inc.
  Memphis, TN
• 2012-09-06 → 2013-08-19
  Focus Partners Wealth, Llc
  Naples, FL
  St. Louis, MO
• 2011-03-28 → 2012-01-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Naples, FL
• 2009-01-07 → 2011-02-23
  Global Wealth Consultants, Llc
  Naples, FL
• 2008-04-21 → 2008-09-04
  Northern Trust Securities, Inc.
  Bonita Springs, FL
• 2007-05-14 → 2007-10-16
  M&I Financial Advisors, Inc
  Naples, FL
• 2005-10-17 → 2007-01-12
  Fifth Third Securities, Inc.
  Naples, FL
  Naples, FL
  Naples, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-06-10
• S66 Uniform Combined State Law Examination
  2005-10-10

Other Names

• Paul Henry Barlow
• Paul H Barlow