Cheree Burnette has been an investment adviser representative at Collective Wealth Advisors since September 2024, and is not listed among the firm’s executive officers or direct owners.
Collective Wealth Advisors LLC is a Coppell, TX firm with $157M under management, 224 clients and 5 advisers across 3 offices, as of its July 2026 filing.
Cheree Burnette is Wealth Advisor of Collective Wealth Advisors. She has spent the past 40 years helping others achieve their financial and life goals, and has previous experience in banking and the legal professions.
Cheree Burnette’s longest registration was 12 years at Burnette Financial Planning, LLC (2012–2024). Before joining Collective Wealth Advisors in 2024, Cheree Burnette was registered through Burnette Financial Planning, LLC and Securian Financial Services, Inc.
- – present · 2 yearsLake Charles, LA · Adviser representative · Firm CRD 289157
- Burnette Financial Planning, LLC– · 12 yearsLake Charles, LA · Adviser representative · Firm CRD 159588
- Securian Financial Services, Inc.– · 8 yearsLake Charles, LA · Adviser representative · Firm CRD 15296
- New England Securities Corporation– · 1 yearLakes Charles, LA · Adviser representative · Firm CRD 615
- Sunamerica Securities, Inc.– · 3 yearsLake Charles, LA · Adviser representative · Firm CRD 20068
Professional designations
Listed by Collective Wealth Advisors
- CLU
- ChFC
Investment adviser representative registrations
Cheree Burnette is registered as an investment adviser representative in 2 states. Each was approved in September 2024.
- LouisianaSince 4 September 2024
- TexasSince 1 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 May 1999 |
| Series 24 | General Securities Principal Examination | 30 June 1997 |
| Series 7 | General Securities Representative Examination | 5 September 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 June 1992 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 14 August 1985 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Cheree Ray Burnette
- CRD
- 1378351
- Firm
- Collective Wealth Advisors · CRD 289157
- Office
- 4833 IHLES ROAD, Lake Charles, LA 70605
- Registration
- Investment adviser registration
- In the industry since
- September 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- collectivewealthadvisors.com
Where does Cheree Burnette work?
Cheree Burnette is an investment adviser representative registered through Collective Wealth Advisors LLC since September 2024, and is not listed among the firm’s executive officers or direct owners.
Is Cheree Burnette a financial advisor?
Yes. Cheree Burnette has a current investment-adviser registration in Louisiana and Texas, through Collective Wealth Advisors since September 2024.
How many years of experience does Cheree Burnette have?
Cheree Burnette has 28 years in the financial industry, since September 1998, across 5 adviser firms.
What exams has Cheree Burnette passed?
Cheree Burnette has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 24 and Series 65. The earliest, the Series 6, was passed in August 1985.
Where did Cheree Burnette work before Collective Wealth Advisors?
Before Collective Wealth Advisors, Cheree Burnette was registered through Securian Financial Services, Inc., August 2003 to December 2011; New England Securities Corporation, July 2002 to August 2003; Sunamerica Securities, Inc., June 1998 to May 2002.
Where is Cheree Burnette based?
Cheree Burnette’s registered office is in Lake Charles, LA.
Is Cheree Burnette registered with FINRA?
No. Cheree Burnette has no current broker registration.
How can I verify Cheree Burnette’s record?
Search CRD 1378351 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cheree Burnette’s full registration record.