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RIA / WealthAdvisorChartered Financial Consultant34 years in industry

CHEREE RAY BURNETTE

Advisor at COLLECTIVE WEALTH ADVISORS LLC

COPPELL, TX | LAKE CHARLES, LA

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Search this name across graphsid dfx:ria:4891fab0-d16d-97bf-f228-05754e86d5cc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 29, 1998 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COLLECTIVE WEALTH ADVISORS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 11, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Consultant
Exams: S65|S63
First exam: Jun 11, 1992
First registration: Jun 29, 1998
Dual registered: no
Other names: CHEREE ANNETTE RAY|CHEREE RAY BREWER|CHEREE RAY CLARK
IAPD individual key: 1378351

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COLLECTIVE WEALTH ADVISORS LLC	Independent wealth	Sep 1, 2024	n/a	yes	COPPELL, TX\|LAKE CHARLES, LA	Current employment
BURNETTE FINANCIAL PLANNING, LLC	n/a	Jan 3, 2012	Dec 31, 2024	no	LAKE CHARLES, LA	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Aug 20, 2003	Dec 31, 2011	no	LAKE CHARLES, LA\|LAKE CHARLES, LA\|LAKE CHARLES, LA\|LAKE CHARLES, LA\|HOUSTON, TX	Previous registration
NEW ENGLAND SECURITIES CORPORATION	Former SEC adviser	Jul 25, 2002	Aug 7, 2003	no	LAKES CHARLES, LA	Previous registration
SUNAMERICA SECURITIES, INC.	n/a	Jun 29, 1998	May 22, 2002	no	LAKE CHARLES, LA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BURNETTE FINANCIAL PLANNING, LLC	COLLECTIVE WEALTH ADVISORS LLC	Dec 31, 2024	Sep 1, 2024	-121	Firm change after gap	Other
SECURIAN FINANCIAL SERVICES, INC.	BURNETTE FINANCIAL PLANNING, LLC	Dec 31, 2011	Jan 3, 2012	3	Firm change	Other
NEW ENGLAND SECURITIES CORPORATION	SECURIAN FINANCIAL SERVICES, INC.	Aug 7, 2003	Aug 20, 2003	13	Firm change	Other
SUNAMERICA SECURITIES, INC.	NEW ENGLAND SECURITIES CORPORATION	May 22, 2002	Jul 25, 2002	64	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
159588:289157:LA:2024-12-31	Dec 31, 2024	Sep 1, 2024	LAKE CHARLES, LA	Firm change after gap

Relationships

Registered with (5)

→ COLLECTIVE WEALTH ADVISORS LLCRegistered adviserregistration: current employment
Sep 1, 2024 to presentfactForm ADV
→ BURNETTE FINANCIAL PLANNING, LLCRegistered adviserregistration: previous registration
Jan 3, 2012 to Dec 31, 2024factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Aug 20, 2003 to Dec 31, 2011factForm ADV
→ NEW ENGLAND SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Jul 25, 2002 to Aug 7, 2003factForm ADV
→ SUNAMERICA SECURITIES, INC.Registered adviserregistration: previous registration
Jun 29, 1998 to May 22, 2002factForm ADV

Dated events

Occurred
Dec 31, 2024
Advisor changed firm
Cheree Ray Burnette left Burnette Financial Planning, Llc for Collective Wealth Advisors Llc (registered 2024-09-01)
Form ADVobserved 6 days ago