Michael Cook (CRD# 2549417) is an Investment Advisor Representative working at Mccauley Investment Advisory, LLC in Chandler, AZ and has over 27 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mccauley Investment Advisory, LLC | Show Low, AZ | Sep 2022 - Current | 1 |
| Highland Advisory Group | Chandler, AZ | Nov 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1996 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- AZ
- NM
-
Total Assets Under Management75MILLIONS
-
Total Number of Accounts69ACCOUNTS
-
Average Account Value$1,079,710
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, NM, TX
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