Ed Cook, founder and president of Carolina Capital Management has served the financial services industry for over 30 years. A graduate of Appalachian State University, Ed is active in the community and supports a number of local charities. He is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.
Bobby started working in the financial services industry in 1987 after graduating from the College of Charleston as a member of the Pi Sigma Alpha National Honor Society. He holds the Chartered Life Underwriter and Chartered Financial Consultant designations, which require college level courses. In addition, the Certified Financial Planner designation was achieved, which requires training in all areas for life insurance and thousands of hours of experience. Bobby holds a license for life insurance and is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. He is a past president of the Charleston Chapter of CLU and ChFC, and the Estate Planning Council of Charleston.
No. 2486307 DOFU 4.3.2019
Allen R Beckett, Director of Healthcare Strategy with Carolina Capital Management has served the financial services industry for over 15 years. Allen obtained a bachelors degree from Marshall University Lewis College of Business. Allen specializes in group and individual medical sales with a Medicare Advantage certification; he is licensed to sell Life, Health, Long Term Care, Disability Insurance, Fixed and Variable Annuities. He is a Registered Representative of Securian Financial Services, Inc.
Copey Copleston, Director of Business Development with Carolina Capital Management has served the financial services industry for over 30 years. Copey obtained a bachelors degree from Newberry College; he is licensed to sell Life, Health, Long Term Care, Disability Insurance, Fixed and Variable Annuities. He is a Registered Representative of Securian Financial Services, Inc. member FINRA/SIPC.
No. 2307104 DOFU 11.18
Kirk A. Lax, Managing Director and Financial Representative with Carolina Capital Management has served the financial services industry for over 20 years. Kirk attended Southern Illinois University and is an Air Force Veteran. He is licensed to sell Life, Health, Long Term Care, Disability Insurance, Fixed Annuities. Kirk is a registered representative of Securian Financial Services, Inc. member FINRA/SIPC.
NO. 2556123 DOFU 5.28.19
Jim Carden is a Financial Advisor with Carolina Capital Management. Jim has served the financial services industry for 27 years. He is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc No 4151824 01/2022
John M. Willoughby is a Registered Representative with Carolina Capital Management. John has served the financial services industry for our 15 years. He attended Ohio State University and is a former board member of the Dee Norton Child Advocacy Center. John is licensed to sell Life, Health, Long Term Care, Disability Insurance and Annuities.
Lauren Bishop, Office Manager of Carolina Capital Management has been in the financial services industry for over three years. She earned her bachelors degree in marketing and financial management at Clemson University and an MBA at The Citadel. Lauren is responsible for client services, marketing and advisor support.
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