George Clifford Lewis

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

• 03/2013 → 10/2023
  Woodbury Financial Services, Inc.
  Kennesaw, GA
• 10/2023 → 01/2026
  Main Street Fg, Llc Dba Main Street Financial Group
  Milton, GA
• 10/2023 → Present
  Carson Wealth
  Milton, GA
• 10/2023 → Present
  Cwm, Llc
  Omaha, NE
• 10/2023 → 03/2026
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2013-03-19 → 2023-11-02
  Woodbury Financial Services, Inc.
  Milton, GA
  Kennesaw, GA
  Atlanta, GA
  Jasper, GA
  Jacksons Gap, AL

Other Businesses

NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 1/2006 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; NAME OF OTHER BUSINESS: MAIN STREET FG, LLC DBA MAIN STREET FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR MY INVESTMENT AND INSURANCE BUSINESS POSITION/TITLE/RELATIONSHIP: PRESIDENT START DATE: 3/2013 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR AND MANAGE THE BUSINESS; NAME OF OTHER BUSINESS: SHAMROCKIN' FOR A CURE; INVESTMENT RELATED: NO; ADDRESS: 57 EXECUTIVE PARK S, STE 380, ATLANTA, GA 30329; NATURE OF BUSINESS: BOARD; START DATE: 12/2023; POSITION/TITLE/RELATIONSHIP: CO-SPONSORSHIP CHAIR; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SOLICIT BUSINESSES TO BECOME SPONSORS OF THE FUNDRAISING EVENT; NAME OF OTHER BUSINESS: MAIN STREET LIMOUSINES, LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL ADDRESS, NATURE OF BUSINESS: TRANSPORTATION, START DATE: 12/2023, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: PROVIDE TRANSPORTATION TO AIRPORT, AND CHARTER SERVICES USING LIMOUSINES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-03-15
• S63 Uniform Securities Agent State Law Examination
  2003-12-10

Designations

• Certified Financial Planner

Other Names

• G.C. Lewis