Corey Luckett is a CFP-designated registered investment advisor, based in Baton Rouge, LA, with 16 years of industry experience.
Location
8280 YMCA Plaza Drive , Bldg 4, Baton Rouge, LA, 70810
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Corey is a wealth advisor for CWM, DBA Carson Partners and related entities, providing advisory and brokerage services, dedicating full-time hours to these roles. Corey also works as an insurance agent selling life, health, disability, annuities, and long-term care insurance, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cwm, LLC
Previous Registrations
The Shobe Financial Group
Raymond James Financial Services, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
State Registrations8 states
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