Austin CookCRD Number: 7065715
Current Firm: Fidelity Personal And Workplace Advisors
Austin Cook (CRD# 7065715) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in American Fork, UT and has over 3 years of experience in the finance industry.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
|Fidelity Brokerage Services, LLC||American Fork, UT||Jan 2019 - Current||3|
|Employer Solutions Group||Provo, UT||Jan 2017 - Jan 2019||2|
|Utah Community Credit Union||Provo, UT||Aug 2008 - Dec 2016||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2019|
|S66||NASAA Uniform Combined State Law Examination||Feb 2020|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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