James Crook, financial advisor Phoenix AZ
93 score

James Crook

CRD Number: 5893730
Current Firm: Primerica Advisors

James Crook (CRD# 5893730) is an Investment Advisor Representative working at Primerica Advisors in Phoenix, AZ and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Phoenix, AZ Mar 2011 - Current 5
Primerica Financial Services Phoenix, AZ Mar 2010 - Current 6
Wendt Construction Fortuna, CA Dec 2015 - Apr 2016 < 1
Auza Construction Flagstaff, AZ Jun 2007 - Dec 2012 5
City Of Peoria Peoria, AZ Mar 2005 - Jun 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2011
S65 NASAA Investment Advisors Law Examination Aug 2012
Contact Info for James E. Crook
Phone Number: 800-544-5445
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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

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

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