Carl Cook (CRD# 4698289) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Saint George, UT and has over 20 years of experience in the finance industry.
CRD# 6244337
Soltis Investment Advisors, LLC
CRD# 6447966
Nuwealth Advisors, LLC
CRD# 3184654
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sandy Feet Stuff Llc Dba Sandy Feet Soap Company | Saint George, UT | Jan 2021 - Current | 3 |
| Transamerica Financial Advisors, Inc. | Saint George, UT | Jan 2012 - Current | 12 |
| World Financial Group, Inc. | Saint George, UT | Aug 2002 - Current | 21 |
| Boy Scouts Of America | Modesto, CA | Aug 2014 - Oct 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2011 |
- CA
- MA
- UT
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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