Brian CookCRD Number: 4509923
Current Firm: Cook Wealth Management Group LLC
Brian Cook (CRD# 4509923) is an Investment Advisor Representative working at Cook Wealth Management Group LLC in Raleigh, NC and has over 13 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Cook Wealth Management Group LLC||Raleigh, NC||Mar 2014 - Current||3|
|Lpl Financial, LLC||Raleigh, NC||Apr 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2004|
|S65||NASAA Investment Advisors Law Examination||Sep 2005|
Total Assets Under Management259MILLIONS
Total Number of Accounts914ACCOUNTS
Average Account Value$283,193
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, MA, NC, NH, NJ, NY, TX, VA