Shawna Goodly (CRD# 4417513) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 21 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, Llc Dba Carson Group Holdings | Baton Rouge, LA | Mar 2023 - Current | 1 |
| Cwm, Llc Dba Carson Partners - Crd # 155344 | Baton Rouge, LA | Mar 2023 - Current | 1 |
| Cwm, Llc Dba Carson Wealth-the Shobe Financial Group | Baton Rouge, LA | Mar 2023 - Current | 1 |
| Financial Benefits, Inc. | Baton Rouge, LA | Sep 2017 - May 2023 | 5 |
| Shobe & Associates, Inc. Dba The Shobe Financial Group | Baton Rouge, LA | Sep 2017 - May 2023 | 5 |
| Raymond James Financial Services, Inc. | Baton Rouge, LA | Sep 2017 - Mar 2023 | 5 |
| Fidelity Brokerage Services, LLC | Sugar Land, TX | Jan 2015 - Sep 2017 | 2 |
| Home | Fresno, TX | Oct 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2002 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- LA
- TX
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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
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