Loren CookCRD Number: 4483937
Current Firm: Geneva Partners, LLC
Loren Cook (CRD# 4483937) is an Investment Advisor Representative working at Geneva Partners, LLC in Lake Geneva, WI and has over 16 years of experience in the finance industry.
Lpl Financial LLC
Cambridge Investment Research Advisors, Inc.
Lpl Financial LLC
|Geneva Partners, LLC||Lake Geneva, WI||Jun 2016 - Current||1|
|Sterne Agee Investment Advisor Services, Inc.||Birmingham, AL||Jan 2015 - May 2016||1|
|Sterne Agee Financial Services, Inc.||Kewanee, IL||Sep 2014 - May 2016||1|
|Wrp Investments, Inc.||Youngstown, OH||Jun 2003 - Sep 2014||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2002|
|S65||NASAA Investment Advisors Law Examination||Nov 2005|
Total Assets Under Management149MILLIONS
Total Number of Accounts590ACCOUNTS
Average Account Value$252,490
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, FL, IL, MI, NJ, NY, WI
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