Connie Perrin Lieux
Investment adviser representative at Cwm, LLC
12 yearsExperience
1 stateRegistered 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
12 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 May 2023
- Shobe & Associates, Inc.Oct 2017 to May 2023
- Financial Benefits, IncSep 2014 to May 2023
- Raymond James Financial Services, IncSep 2014 to Mar 2023
- The Shobe Financial Group-dba for Shobe & Associates Inc.Sep 2014 to Mar 2023
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (LA).
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
- 6394876
- Firm CRD
- 155344