Carla Wickline Thrasher

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2012 → 05/2017
  Metlife Securities, Inc.
  Greensboro, NC
• 07/2016 → 05/2017
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → 05/2017
  Mml Investors Services, Llc
  Winston-Salem, NC
• 05/2017 → 09/2021
  Allegacy Federal Credit Union
  King, NC
• 05/2017 → 10/2024
  Cuso Financial Services, Lp
  San Diego, CA
• 10/2021 → 10/2024
  Piedmont Advantage Credit Union
  Winston Salem, NC
• 11/2024 → Present
  Cuso Financial Services, Lp
  San Diego, CA
• 11/2024 → Present
  Allegacy Federal Union
  Winston Salem, NC
• 05/2025 → Present
  Lpl Financial Llc
  Winston Salem, NC

Previous Registrations

• 2024-11-04 → 2025-05-15
  Cuso Financial Services, L.P.
  Winston Salem, NC
• 2017-05-02 → 2024-10-28
  Cuso Financial Services, L.P.
  King, NC
  Mount Airy, NC
  Winston-Salem, NC
  Winston Salem, NC
  San Diego, CA
  Winston Salem, NC
  Greensboro, NC
  Winston-Salem, NC
• 2017-03-25 → 2017-05-02
  Mml Investors Services, Llc
  Winston Salem, NC
• 2012-05-25 → 2017-03-25
  Msi Financial Services, Inc.
  Greensboro, NC
  Winston-Salem, NC
• 2011-01-05 → 2012-02-14
  Lpl Financial Llc
  Winston Salem, NC
• 2006-11-10 → 2011-01-05
  Edward Jones
  St Louis, MO
  King, NC
  King, NC
  King, NC

Other Businesses

1) 2026-04-22 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Allegacy Wealth Management - DBA for LPL Business (entity for LPL business) - Y - 160 - 160 - at reported business location(s) - 2025-04-30 - DBA for LPL Business.

Exams

• S66 Uniform Combined State Law Examination
  2006-11-09
• S63 Uniform Securities Agent State Law Examination
  2006-01-06

Other Names

• Carla Marie Wickline
• Carla W. Hooker
• Carla Marie Hooker
• Carla Hooker
• Carla Wickline Hooker