Billie Cook (CRD# 6016363) is an Investment Advisor Representative working at Financial Focus LLC in Carlsbad, CA and has over 10 years of experience in the finance industry. Billie Cook has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Focus LLC | Carlsbad, CA | Oct 2023 - Current | < 1 |
| Billie Cook, Sole Proprietor | Carlsbad, CA | Oct 2023 - Current | < 1 |
| Securities America, Inc. | Carlsbad, CA | Oct 2023 - Current | < 1 |
| Santa Fe Christian Academy | Solera, CA | Nov 2021 - Current | 2 |
| Cook Wealth Management | Carlsbad, CA | Aug 2020 - Current | 3 |
| Terramar Wealth | Carlsbad, CA | Feb 2020 - Oct 2023 | 3 |
| Sagepoint Financial Group | Carlsbad, CA | Aug 2015 - Oct 2023 | 8 |
| Albion Soccer Club | San Diego, CA | May 2011 - Jul 2016 | 5 |
| Northwestern Mutual Investment Services, LLC | San Diego, CA | Sep 2014 - Aug 2015 | < 1 |
| Northwestern Mutual Investment Services, LLC | San Diego, CA | Oct 2012 - Aug 2015 | 2 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Feb 2012 - Jul 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2013 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2014 |
- CA
- TX
-
Total Assets Under Management642MILLIONS
-
Total Number of Accounts1,451ACCOUNTS
-
Average Account Value$442,487
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, ID, NC, NY, OR, TX, VA, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.