Daniel Cook, financial advisor Scotts Valley CA

Daniel Cook

CRD Number: 1460432
Current Firm: Valic Financial Advisors, Inc.

Daniel Cook (CRD# 1460432) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Scotts Valley, CA and has over 17 years of experience in the finance industry. Daniel Cook has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Valic San Mateo, CA Nov 2003 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2003
Contact Info for Daniel V. Cook
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • CA
  • ID
  • NV
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    21,117
    MILLIONS
  • Total Number of Accounts
    318,917
    ACCOUNTS
  • Average Account Value
    $66,215
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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