Forrest CookCRD Number: 2012838
Current Firm: Client One Securities LLC
Forrest Cook (CRD# 2012838) is an Investment Advisor Representative working at Client One Securities LLC in Edgerton, KS and has over 27 years of experience in the finance industry. Forrest 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.
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Communityamerica Financial Solutions, LLC
Cambridge Investment Research Advisors, Inc.
|Client One Securities, LLC||Olathe, KS||Jun 2012 - Current||5|
|Brookstone Securities, Inc.||Overland Park, KS||Jan 2011 - Jun 2012||1|
|Equity Services, Inc.||Overland Park, KS||Jan 1997 - Jan 2011||14|
|National Life Of Vermont||Montpelier, VT||Dec 1996 - Jan 2011||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1989|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management263MILLIONS
Total Number of Accounts2,124ACCOUNTS
Average Account Value$123,641
- 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
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DC, FL, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV