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CFP

Corey Luckett

Cwm, LLC
17 Years of Experience
Baton Rouge, LA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Corey Luckett is a CFP-designated registered investment advisor at Cwm, LLC, based in Baton Rouge, LA, with 17 years of industry experience. Corey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 52,669 clients with $51B in assets under management.

Cwm, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
663 advisors
Number of Clients
52,669 clients
Average Client Portfolio
$960K average
Assets Under Management
$50.6B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual investment advisory fee ranges up to a maximum of 2.50% of assets held in the account. Fees are negotiable based on account size, complexity, and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8280 YMCA Plaza Drive , Bldg 4, Baton Rouge, LA, 70810

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History

Regulatory History
Clean regulatory record

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.

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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
Cwm, LLC
March 2023 - Present · 3 yrs 7 mos
Cetera Wealth Services, LLCBroker
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
The Shobe Financial Group
June 2010 - May 2023 · 12 yrs 11 mos
Raymond James Financial Services, INC.Broker
February 2010 - March 2023 · 13 yrs 1 mo
LPL Financial Corporation
October 2009 - February 2010 · 4 mos
LPL Financial CorporationBroker
September 2009 - February 2010 · 5 mos
State Registrations8 states
AZCAFLIDLAMENCTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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