Billie Cook, financial advisor Carlsbad CA
89 score

Billie Cook

CRD Number: 6016363
Current Firm: Sagepoint Financial, Inc.

Billie Cook (CRD# 6016363) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Carlsbad, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Sagepoint Financial Group Carlsbad, CA Aug 2015 - Current 1
Albion Soccer Club San Diego, CA May 2011 - Current 5
Northwestern Mutual Investment Services, LLC San Diego, CA Sep 2014 - Jul 2015 < 1
Northwestern Mutual Investment Services, LLC San Diego, CA Sep 2012 - Jul 2015 2
Northwestern Mutual Life Insurance Company Milwaukee, WI Feb 2012 - Jul 2015 3
Point Loma Nazarene College San Diego, CA Aug 2010 - Dec 2011 1
Point Loma Nazarene College San Diego, CA Jul 2010 - Dec 2011 1
Vons Claremont, CA Jul 2008 - Jul 2010 2
Chaffey Community College Rancho Cucamonga, CA Aug 2007 - May 2010 2
Upland High School Upland, CA Aug 2008 - Mar 2009 < 1
Think Together Santa Ana, CA Jun 2007 - Sep 2007 < 1
Upland High School Upland, CA Sep 2006 - Jun 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2013
S65 NASAA Investment Advisors Law Examination Sep 2014
Contact Info for Billie C. Cook
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,385
    MILLIONS
  • Total Number of Accounts
    23,011
    ACCOUNTS
  • Average Account Value
    $190,540
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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