Ryan Cook (CRD# 4770480) is an Investment Advisor Representative working at Avantax Advisory Services in Clinton, MO and has over 19 years of experience in the finance industry.
CRD# 2982017
State Farm Investment Management Corp.
CRD# 5199391
Edward Jones
CRD# 5555664
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Avantax Advisory Services | Clinton, MO | Oct 2019 - Current | 4 |
Avantax Investment Services, Inc. | Clinton, MO | Oct 2019 - Current | 4 |
Avantax Insurance Services, Inc. | Clinton, MO | Jan 2015 - Current | 9 |
Cook & Company Cpas + Wealth Management, LLC | Clinton, MO | May 2002 - Current | 21 |
1st Global Capital Corp. | Clinton, MO | Jan 2015 - Oct 2019 | 4 |
1st Global Advisors, Inc. | Clinton, MO | Jan 2015 - Oct 2019 | 4 |
Lincoln Financial Advisors Corp | Overland Park, KS | Sep 2007 - Dec 2014 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2004 |
S66 | NASAA Uniform Combined State Law Examination | Sep 2007 |
- MO
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
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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