Shawndi Purselley
Shawndi Purselley is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Bedford, TX, with 27 years of industry experience. Shawndi is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2324 Cheek Sparger Rd, Bedford, TX, 76021
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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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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