Dewayne Ray Nelson
Investment adviser representative at Collective Wealth Advisors LLC
15 yearsExperience
3 statesRegistered in
$157MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Collective Wealth Advisors LLCFeb 2019 to now
- Palo Verde View LLCNov 2017 to now
- 30a Coastal LLCMar 2023 to Apr 2024
- Buckingham Strategic Partners, LLCJan 2019 to Apr 2021
- Foreside Financial Services, LLCOct 2018 to Apr 2021
- Lwi Financial Inc.Nov 2009 to Jan 2019
- Loring Ward Securities Inc.Oct 2009 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 3 states (AZ, LA, TX).
Collective Wealth Advisors LLC
$157MAssets managed
224Clients
5Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3037041
- Firm CRD
- 289157