Adam Cook (CRD# 6781184) is an Investment Advisor Representative working at Everspire in Midvale, UT and has over 7 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mhl Investments | Midvale, UT | Oct 2021 - Current | 2 |
| Aegis Wealth Group, Llc /dba Everspire | Midvale, UT | Jul 2021 - Current | 2 |
| Colwyn Investments | South Jordan, UT | Oct 2018 - Jun 2021 | 2 |
| Lionshare Financial Group | American Fork, UT | Oct 2018 - Jun 2021 | 2 |
| Global View Capital Management, Ltd. | Waukesha, WI | Apr 2017 - Oct 2018 | 1 |
| Global View Capital Insurance, Ltd. | Waukesha, WI | Jan 2016 - Oct 2018 | 2 |
| Adam Cook, Self-employed Personal Trainer | Pleasant Grove, UT | Aug 2016 - Apr 2018 | 1 |
| Vasa Fitness | Saratoga Springs, UT | Apr 2013 - Aug 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2017 |
| S63 | Uniform Securities State Law Examination | Dec 2021 |
- TX
- UT
-
Total Assets Under Management156MILLIONS
-
Total Number of Accounts1,737ACCOUNTS
-
Average Account Value$89,953
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, FL, ID, NV, TX, UT, WA
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