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Douglas George Burnette

Collective Wealth Advisors LLC

Lake Charles, LA

Coppell, TX

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Current Employers
Collective Wealth Advisors Llc

713 Main Street, Coppell, TX 75019 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-09-04
TX RA APPROVED 2024-08-30
  • LA RA
    APPROVED
    Since 2024-09-04
  • TX RA
    APPROVED
    Since 2024-08-30

Branch Locations

4833 Ihles Road, Lake Charles, LA 70605 • United States

713 Main Street, Coppell, TX 75019 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Clark & Burnette Wealth Management, Llc Lake Charles LA 11/2011 04/2017
Burnette Financial Planning, Llc Lake Charles LA 04/2017 Present
Collective Wealth Advisors Llc Coppell TX 08/2024 Present
  • 11/2011 → 04/2017
    Clark & Burnette Wealth Management, Llc
    Lake Charles, LA
  • 04/2017 → Present
    Burnette Financial Planning, Llc
    Lake Charles, LA
  • 08/2024 → Present
    Collective Wealth Advisors Llc
    Coppell, TX
Previous Registrations
  • 2011-12-05 → 2024-12-31
    Burnette Financial Planning, Llc
    Lake Charles, LA
  • 2008-08-08 → 2011-11-22
    Securian Financial Services, Inc.
    Houston, TX
    Lake Charles, LA
Other Businesses

BURNETTE FINANCIAL PLANNING, LLC; INV REL; LAKE CHARLES, LA; RIA/IAR/CCO; START 04/2017; APPROX 75% OF TIME; WILL MAINTAIN REGISTRATION DURING TRANSITION OF CLIENTS TO COLLECTIVE WEALTH ADVISORS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-06
  • S66 Uniform Combined State Law Examination
    2008-03-06
Designations

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · LAKE CHARLES, LA
PROSPERITY CAPITAL ADVISORS · Lake Charles, LA
EDWARD JONES · LAKE CHARLES, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · Lake Charles, LA
LPL FINANCIAL LLC · LAKE CHARLES, LA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · LAKE CHARLES, LA
EAGLE STRATEGIES LLC · LAKE CHARLES, LA
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