Carla Hooker Bio

Carla Hooker, CFP^®

Your financial goals are an important matter to us at Piedmont Advantage Credit Union.

As a part of the customized caring solutions that Piedmont Advantage Credit Union offers our members, we are proud to have Carla Hooker on the team as Senior Financial Advisor at Piedmont Advantage Investment Solutions, available through CUSO Financial Services, L.P. (CFS)*.

Carla has 18 years of experience in the financial services industry. She earned her bachelor’s degree from Gardner-Webb University and an associate’s degree from Forsyth Technical Community College. In 2014, Carla obtained her CERTIFIED FINANCIAL PLANNER™ designation so that she could focus on helping people plan for their dreams.

Carla is FINRA Series 7, 63 and 66 licensed. She is also a licensed life, health and long term care insurance agent.

Carla makes her home in Stokes County and proudly serves on the board of directors of the PACU Foundation, a charitable organization that helps area residents overcome financial hardship.

For additional background, go to FINRA's BrokerCheck.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Piedmont Advantage has contracted with CFS to make non-deposit investment products and services available to credit union members.