Kevin Cook, financial advisor San Diego CA

Kevin Cook

CRD Number: 4074998
Current Firm: Cuso Financial Services, LP

Kevin Cook (CRD# 4074998) is an Investment Advisor Representative working at Cuso Financial Services, LP in San Diego, CA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Truliant Federal Credit Union Mebane, NC Jul 2019 - Current 4
Cuso Financial Sevices, LP San Diego, CA Jul 2019 - Current 4
Cuna Brokerage Services, Inc. Waverly, IA Jan 2006 - Jul 2019 13
Truliant Federal Credit Union Burlington, NC Sep 2002 - Jun 2019 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2006
S65 NASAA Investment Advisors Law Examination Jul 2008
S66 NASAA Uniform Combined State Law Examination Apr 2000
Contact Info for Kevin L. Cook
Phone Number: 858-530-4400
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    4,083
    MILLIONS
  • Total Number of Accounts
    25,992
    ACCOUNTS
  • Average Account Value
    $157,079
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, WY

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