Thomas CookCRD Number: 5577551
Current Firm: Newport Group Securities, Inc.
Thomas Cook (CRD# 5577551) is an Investment Advisor Representative working at Newport Group Securities, Inc. in Heathrow, FL and has over 6 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|The Newport Group, Inc.||Heathrow, FL||Jun 2014 - Current||3|
|Newport Group Securities, Inc.||Heathrow, FL||Jun 2014 - Current||3|
|Mometrix Media LLC||Beaumont, TX||May 2014 - Current||3|
|Schwab Private Client Investment Advosory, Inc.||Orlando, FL||Jan 2014 - Current||4|
|Charles Schwab & Company, Inc.||Orlando, FL||Jan 2014 - Jun 2014||< 1|
|The Newport Group, Inc.||Heathrow, FL||Dec 2007 - Jan 2014||6|
|Newport Group Securities, Inc.||Heathrow, FL||Dec 2007 - Jan 2014||6|
|Florida Municipal Power Agency||Orlando, FL||Jul 2007 - Dec 2007||< 1|
|Bank Of America||Charlotte, NC||Apr 2007 - Jun 2007||< 1|
|Robert Half Finance & Accounting||Charlotte, NC||Dec 2006 - Apr 2007||< 1|
|Payment Alliance International||Charlotte, NC||Sep 2006 - Nov 2006||< 1|
|Kaiden Daniel||Charlotte, NC||Mar 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2014|
|S63||Uniform Securities State Law Examination||Nov 2011|
Total Assets Under Management23,100MILLIONS
Total Number of Accounts168ACCOUNTS
Average Account Value$137,500,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI
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