Sean Cook, financial advisor Fort Washington PA
96 score

Sean Cook

CRD Number: 3115493
Current Firm: Commonwealth Financial Network

Sean Cook (CRD# 3115493) is an Investment Advisor Representative working at Commonwealth Financial Network in Fort Washington, PA and has over 18 years of experience in the finance industry. Sean 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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Professional Designations
Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA May 2013 - Current 3
Lincoln Investment Fort Washington, PA Jun 2012 - May 2013 < 1
Capital Analysts, Incorporated Fort Washington, PA Aug 1998 - Jun 2012 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 1998
Contact Info for Sean M. Cook
Phone Number: 781-736-0700
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
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
96
Clean Record
This advisor has a clean track record with regulators.

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