Corey P. Luckett

Vice President at Carson Wealth | The Shobe Financial Group

Role: Vice President at Carson Wealth-The Shobe Financial Group
Location: Baton Rouge, LA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Vice President
Carson Wealth-The Shobe Financial Group
Jan 2019 — Present
Our team at Carson-Shobe helps people pursue their unique financial objectives. Guided by our processes, we provide an extensive menu of services that are specific to each client\'s needs. Our goal is to help you achieve your life goals through good financial decisions.Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not been reviewed by Cetera Advisor Networks or CWM, LLC as to accuracy or completeness.

Skills

Portfolio Management
Financial Planning
Education Funding
Investment Management
Retirement Planning
Estate Planning
Insurance

Contact information

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Work email
•••••@carsonshobe.com
Personal email
•••••@•••••.com
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Current company

Carson Wealth-The Shobe Financial Group

Financial Services · 23 employees · Founded 1983 · Baton Rouge, Louisiana, United States

The Shobe Financial Group has helped clients reach life goals through personal and business financial planning and wealth building since 1983. We specialize in providing comprehensive financial planning and investment management services to a wide range of individuals including families, pre-retirees, retirees, physicians, professionals, and business owners. We are also experienced in leveraging our professional guidance to those with unique personal and business needs. Disclosure: Securities offered through Cetera Wealth Services LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.

carsonshobe.com

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