Shawndi Purselley
Shawndi Purselley is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Cleburne, TX, with 26 years of industry experience. Shawndi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
131 S Westmeadow Dr Ste 100, Cleburne, TX, 76033
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Shawndi is an investment advisory representative for CWM, LLC dba Carson Group Partners and Armstrong Purselley Wealth Management Group, LLC, and CWM, LLC dba Carson Wealth Management, all financial services firms. She also sells fixed insurance products, owns commercial buildings and real estate, has a holding company, and provides accounting and tax preparation services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cwm, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
First Financial Equity Corporation
First Financial Equity CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Rosenthal Retirement Planning, LP
Securities America, INC.Broker
State Registrations25 states
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