Cheree Ray Burnette

Employer firm

Collective Wealth Advisors LLC CRD 289157

$157M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  1999-05-21
• S63 Uniform Securities Agent State Law Examination
  1992-06-11

Designations

• Chartered Financial Consultant

Other Names

• Cheree Annette Ray
• Cheree Ray Brewer
• Cheree Ray Clark