Eric Cook, financial advisor Phoenix AZ
93 score

Eric Cook

CRD Number: 4498025
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

Eric Cook (CRD# 4498025) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Phoenix, AZ and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
National Planning Corporation Phoenix, AZ Jan 2002 - Current 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2002
Contact Info for Eric P. Cook
Phone Number: 310-899-7900
Firm Website: https://www.natplan.com
Registered State(s):
  • CA
  • CO
  • GA
  • NC
  • OH
  • OR
  • TX
  • WI
  • MI
  • FL
By the Numbers
  • Total Assets Under Management
    7,811
    MILLIONS
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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