Corey Paul Luckett

Current Employers

Employment History

• 02/2010 → 03/2023
  Raymond James Financial Services, Inc.
  Baton Rouge, LA
• 03/2010 → 01/2023
  Luckett Wealth Management, Llc
  Baton Rouge, LA
• 02/2010 → 05/2023
  Financial Benefits, Inc.
  Baton Rouge, LA
• 03/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2023 → Present
  Cwm, Dba Carson Partners - Crd # 155344
  Baton Rouge, LA
• 02/2010 → 05/2023
  Shobe & Associates, Inc. - The Shobe Financial Group
  Baton Rouge, LA
• 03/2023 → Present
  Cwm, Llc Dba Carson Group Holdings
  Baton Rouge, LA
• 03/2023 → Present
  Cwm, Llc Dba Carson Wealth-The Shobe Financial Group
  Baton Rouge, LA
• 02/2010 → 03/2023
  The Shobe Financial Group - Dba For Shobe & Associates, Inc.
  Baton Rouge, LA

Previous Registrations

• 2010-06-16 → 2023-05-11
  The Shobe Financial Group
  Baton Rouge, LA
• 2009-10-26 → 2010-02-16
  Lpl Financial Llc
  Baton Rouge, LA

Other Businesses

1. NAME OF OTHER BUSINESS: CWM, DBA CARSON PARTNERS - CRD # 155344 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING AND ADDITIONAL ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR START DATE: 3/2023 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: WILL BE PROVIDING ADVISORY SERVICES TO CLIENTS WHEN NEEDED; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 2/2010 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG-TERM CARE; 3. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP HOLDINGS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 3/2023 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: WILL BE PROVIDING ADVISORY SERVICES TO CLIENTS WHEN NEEDED; 4. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON WEALTH-THE SHOBE FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR START DATE: 3/2023 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: WILL BE PROVIDING ADVISORY AND BROKERAGE SERVICES TO CLIENTS WHEN NEEDED; 5. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON RETIREMENT PROGRAM (CRP)), INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: RETIREMENT SERVICES, POSITION/TITLE/RELATIONSHIP: 3 (21) FIDUCUARY, START DATE: 03/2023 APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: GROUP RETIREMENT PLANNING SERVICES INCLUDING 3 (21) SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2010-06-10

Designations

Other Names

• Corey P Luckett