Shawna Marie Goodly
Investment adviser representative at Cwm, LLC
11 yearsExperience
2 statesRegistered in
$50.6BFirm assets
15 yearsFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Cwm, LLCMar 2023 to now
- Cetera Wealth Services, LLCMar 2023 to now
- Cwm, LLC dba Carson Group HoldingsMar 2023 to now
- Cwm, LLC dba Carson Wealth-the Shobe Financial GroupMar 2023 to now
- Financial Benefits, Inc.Sep 2017 to May 2023
- Shobe & Associates, Inc. dba the Shobe Financial GroupSep 2017 to May 2023
- Raymond James Financial Services, Inc.Sep 2017 to Mar 2023
- Fidelity Brokerage Services, LLCJan 2015 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Cwm, LLC
$50.6BAssets managed
52,669Clients
658Advisers
15 yearsIn 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
- 4417513
- Firm CRD
- 155344