Corey P. Luckett,  CFP<sup>&reg;</sup> - Financial Advisor

Corey P. Luckett, CFP®

AIF®

Vice President

Carson Wealth - The Shobe Financial Group

8280 YMCA Plaza Dr Bldg 4, One Oak Sq
Baton Rouge, LA 70810
FINANCIAL ADVISOR'S WEBSITE
(800) 942-2777
(225) 763-7024

General

Corey Luckett is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Carson Wealth - The Shobe Financial Group in Baton Rouge, LA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: LA
  • Health/disability insurance: LA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Estate Planning, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Long-term Care, Sudden Wealth

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