Advisor at Holm & Cawley Financial Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Holm & Cawley Financial Group LLC
Location
Las Vegas, NV 89121
Credentials
Series 65
Industry experience
9 years
Reuben Cawley is a financial advisor with Holm & Cawley Financial Group LLC, holding a Series 65 license and nine years of industry experience. Prior to joining Holm & Cawley in 2016, he worked at Wilson, Elser, Moskowitz, Edelman & Dicker for seven years. He is also a practicing attorney and licensed insurance agent, operating his own law firm and dedicating time monthly to these professional activities. Holm & Cawley Financial Group provides comprehensive financial planning and portfolio management services to individual investors and retirement plan sponsors. The firm employs fundamental analysis and public research to construct diversified portfolios and offers both long-term and short-term investment strategies tailored to client objectives.
Based on Holm & Cawley Financial Group LLC
Based on Holm & Cawley Financial Group LLC
Typical negotiated flat fee for legal estate planning services around $1,250
$0 - $500,000: 2.00% $500,001 - $1,500,000: 1.75% $1,500,001 - $2,500,000: 1.50% $2,500,001 - $5,000,000: 1.25% $5,000,001 - $7,500,000: 1.00% $7,500,001+: .75%
Commissions earned on insurance products recommended by licensed agent (life insurance)
Base fee of $150/hour for legal services provided by licensed attorney associated with the firm
5155 S. Durango Drive
Las Vegas, NV 89121
Arizona · Nevada · Utah · Washington
Holm & Cawley Financial Group, LLC.
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Las Vegas, NV
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