Carla Cooksey

Financial Executive

Phone: 336-667-1500
Fax: 336-273-4348
E-mail:

Carla Cooksey, CFP®, ChFC, Pilot Financial Advisors has worked in the investment, insurance and banking sectors for 23 years.  Carla helps serious long term investors develop financial strategies that help provide a lifetime income as well as leave a legacy for their heirs.

Carla's qualifications:

  • BS in Business Administration from Gardner Webb University
  • Certified Financial Planner (CFP®) Professional
  • Chartered Financial Consultant (ChFC)
  • Life, Health, Disability and Long Term Care Licenses
  • Sucessfully completed FINRA Series 7 and 63 Securities examinations

Carla is a native of Wilkes County and has been very active with Rainbow Center for Children and Family Services, Kiwanis, United Way, Chamber of Commerce and YMCA.   

 

 

 

 

 

Carla Cooksey, CFP®, ChFC is a Registered Representative offering securities and advisory services through Lincoln Financial Securities.  Member FINRA/SIPC.