Connie Lieux (CRD# 6394876) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 6 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks | El Segundo, CA | Mar 2023 - Current | 1 |
| Cwm, Dba Carson Partners - Crd # 155344 | Baton Rouge, LA | Mar 2023 - Current | 1 |
| Cwm, Llc Dba Carson Group Holdings | Baton Rouge, LA | Mar 2023 - Current | 1 |
| Cwm, Llc Dba Carson Wealth-the Shobe Financial Group | Baton Rouge, LA | Mar 2023 - May 2023 | < 1 |
| Shobe & Associates, Inc. | Baton Rouge, LA | Oct 2017 - May 2023 | 5 |
| Financial Benefits, Inc. | Baton Rouge, LA | Sep 2014 - May 2023 | 8 |
| Raymond James Financial Services, Inc. | Baton Rouge, LA | Aug 2017 - Mar 2023 | 5 |
| The Shobe Financial Group-dba For Shobe & Associates Inc. | Baton Rouge, LA | Sep 2014 - Mar 2023 | 8 |
| Raymond James Financial Services, Inc. | Baton Rouge, LA | Sep 2014 - Aug 2017 | 2 |
| Home Maker | Baton Rouge, LA | May 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2017 |
- LA
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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