Bailey Nichole McNamara
Investment Adviser Representative at CWM, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Bailey Nichole Mcnamara is an investment adviser representative with CWM, LLC in Greenville, SC, where they have been registered since 2023. They have worked in the securities industry since 2017 and have been registered with 3 firms, including The Shobe Financial Group and Raymond James Financial Services Advisors, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Louisiana, South Carolina, and Texas.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Louisiana, South Carolina, Texas
- Broker:
12 states and territories
Alabama, California, Colorado, District of Columbia, Florida, Georgia, Louisiana, New Jersey, Oregon, South Carolina, Texas, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Financial Benefits, Inc.Feb 2017 – May 2023Baton Rouge, LA
- Olinde Financial Group, LLCJun 2015 – Jan 2017Baton Rouge, LA
- Raymond James Financial Services, Inc.Jan 2017 – Mar 2023Baton Rouge, LA
- Louisiana State UniversityAug 2013 – May 2017Baton Rouge, LA
- Shobe & Associates, Inc. DBA THE Shobe Financial Group - CRD # 1Jan 2017 – May 2023Baton Rouge, LA
- CWM, LLC DBA Carson Wealth-the Shobe FinancialgroupMar 2023 – no end date reportedBaton Rouge, LA
- CWM, LLC DBA Carson Partners - CRD # 155344Mar 2023 – no end date reportedBaton Rouge, LA
- CWM, LLC DBA Carson Group HoldingsMar 2023 – no end date reportedBaton Rouge, LA
- Cetera Wealth Services, LLCMar 2023 – no end date reportedEl Segundo, CA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About CWM, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 639
- Offices listed on AdvisorFinder:
- 27
- Main office:
- Omaha, NE
- SEC file number:
- 801-72037
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at CWM, LLC
Showing 12 of 639 in the directory
Similar advisors in Baton Rouge, LA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bailey Nichole McNamara has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched