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Cheree Ray 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 2024-09-01
  • LA RA
    APPROVED
    Since 2024-09-04
  • TX RA
    APPROVED
    Since 2024-09-01

Branch Locations

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

713 Main Street, Coppell, TX 75019 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Clark & Burnette Wealth Management, Llc Lake Charles LA 12/2011 04/2017
Burnette Financial Planning, Llc Lake Charles LA 04/2017 Present
Collective Wealth Advisors Llc Coppell TX 08/2024 Present
  • 12/2011 → 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
  • 2012-01-03 → 2024-12-31
    Burnette Financial Planning, Llc
    Lake Charles, LA
  • 2003-08-20 → 2011-12-31
    Securian Financial Services, Inc.
    Lake Charles, LA
    Lake Charles, LA
    Lake Charles, LA
    Lake Charles, LA
    Houston, TX
  • 2002-07-25 → 2003-08-07
    New England Securities
    Lakes Charles, LA
  • 1998-06-29 → 2002-05-22
    Sunamerica Securities, Inc.
    Lake Charles, LA
Other Businesses

BURNETTE FINANCIAL PLANNING, LLC; INV REL; LAKE CHARLES, LA; RIA/IAR; START 04/2017; APPROX 50% OF TIME; WILL MAINTAIN REGISTRATION DURING THE TRANSITION OF CLIENTS TO COLLECTIVE WEALTH ADVISORS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-05-21
S63 Uniform Securities Agent State Law Examination 1992-06-11
  • S65 Uniform Investment Adviser Law Examination
    1999-05-21
  • S63 Uniform Securities Agent State Law Examination
    1992-06-11
Designations
Other Names
  • Cheree Annette Ray
  • Cheree Ray Brewer
  • Cheree Ray Clark

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP. · Lake Charles, LA
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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · LAKE CHARLES, LA
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