Douglas Burnette has been an investment adviser representative at Collective Wealth Advisors since August 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.
Douglas G. Burnette, Jr. is Wealth Advisor of Collective Wealth Advisors. He practiced radiology for over 30 years in West Virginia, North Carolina, Texas and Louisiana. In 2008 he joined Cheree Burnette in her practice and became a financial planner and investment advisor.
Douglas Burnette’s longest registration was 13 years at Burnette Financial Planning, LLC (2011–2024). Before joining Collective Wealth Advisors in 2024, Douglas 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– · 13 yearsLake Charles, LA · Adviser representative · Firm CRD 159588
- Securian Financial Services, Inc.– · 3 yearsLake Charles, LA · Adviser representative · Firm CRD 15296
Professional designations
Listed by Collective Wealth Advisors
- CFP
Investment adviser representative registrations
Douglas Burnette is registered as an investment adviser representative in 2 states. The first approvals date from August 2024; the most recent is Louisiana, in September 2024.
- LouisianaSince 4 September 2024
- TexasSince 30 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 6 March 2008 |
| Series 7 | General Securities Representative Examination | 24 January 2008 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Douglas George Burnette
- CRD
- 5472256
- Firm
- Collective Wealth Advisors · CRD 289157
- Office
- 4833 IHLES ROAD, Lake Charles, LA 70605
- Registration
- Investment adviser registration
- In the industry since
- August 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- collectivewealthadvisors.com
Where does Douglas Burnette work?
Douglas Burnette is an investment adviser representative registered through Collective Wealth Advisors LLC since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is Douglas Burnette a financial advisor?
Yes. Douglas Burnette has a current investment-adviser registration in Louisiana and Texas, through Collective Wealth Advisors since August 2024.
How many years of experience does Douglas Burnette have?
Douglas Burnette has 18 years in the financial industry, since August 2008, across 3 adviser firms.
What exams has Douglas Burnette passed?
Douglas Burnette has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2008.
Where did Douglas Burnette work before Collective Wealth Advisors?
Before Collective Wealth Advisors, Douglas Burnette was registered through Securian Financial Services, Inc., August 2008 to November 2011.
Where is Douglas Burnette based?
Douglas Burnette’s registered office is in Lake Charles, LA.
Is Douglas Burnette registered with FINRA?
No. Douglas Burnette has no current broker registration.
Is Douglas Burnette a CFP?
Collective Wealth Advisors lists Douglas Burnette with the CFP credential (“CFP”) on its website. CFP Board confirms certification status.
Source: Douglas G. Burnette, Jr., M.D. CFP® biography, collectivewealthadvisors.com
How can I verify Douglas Burnette’s record?
Search CRD 5472256 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Douglas Burnette’s full registration record.