Bailey Nichole Mcnamara

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

• 02/2017 → 05/2023
  Financial Benefits, Inc.
  Baton Rouge, LA
• 06/2015 → 01/2017
  Olinde Financial Group, Llc
  Baton Rouge, LA
• 01/2017 → 03/2023
  Raymond James Financial Services, Inc.
  Baton Rouge, LA
• 08/2013 → 05/2017
  Louisiana State University
  Baton Rouge, LA
• 01/2017 → 05/2023
  Shobe & Associates, Inc. Dba The Shobe Financial Group - Crd # 1
  Baton Rouge, LA
• 03/2023 → Present
  Cwm, Llc Dba Carson Wealth-The Shobe Financialgroup
  Baton Rouge, LA
• 03/2023 → Present
  Cwm, Llc Dba Carson Partners - Crd # 155344
  Baton Rouge, LA
• 03/2023 → Present
  Cwm, Llc Dba Carson Group Holdings
  Baton Rouge, LA
• 03/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2018-01-24 → 2023-05-11
  The Shobe Financial Group
  Baton Rouge, LA
  Mauldin, SC
• 2018-01-04 → 2018-01-08
  Raymond James Financial Services Advisors, Inc
  Baton Rouge, LA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OBUSINESS: FIXED INSURANCE; START DATE: 09/2019; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5;POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE; 2. NAMEOF OTHER BUSINESS: CWM, LLC DBA CARSON PARTNERS - CRD # 155344; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OFBUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAADVISORY SERVICES; START DATE: 03/2023; POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURSDURING TRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: PROVIDING ADVISORY SERVICES TO CLIENTS WHEN NEEDED; 3. NAME OF OTHER BUSINESSCWM, LLC DBA CARSON GROUP HOLDINGS; INVESTMENT RELATED: Yes; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR FINANCIALSERVICES; START DATE: 03/2023; POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURINGTRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: PROVIDE ADVISORY SERVICES TO CLIENTS WHEN NEEDED; 4. NAME OF OTHER BUSINESS: CWM, LLC DBACARSON WEALTH-THE SHOBE FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIALSERVICES DBA; START DATE: 03/2023; POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURINTRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: PROVIDING ADVISORY AND BROKERAGE SERVICES TO CLIENTS WHEN NEEDED;

Exams

• S66 Uniform Combined State Law Examination
  2017-12-18

Designations

• Certified Financial Planner