Edward CookeCRD Number: 6989995
Current Firm: Cambridge Investment Research Advisors, Inc.
Edward Cooke (CRD# 6989995) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in St. Charles, IL and has over 3 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Highpoint Planning Partners
Securities America Advisors, Inc.
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Sep 2019 - Current||3|
|Cambridge Investment Research, Inc.||Fairfield, IA||Jul 2018 - Current||4|
|Joseph M. Wiedemann & Sons, Inc.||Arlington Heights, IL||Jul 2016 - Current||6|
|Cooke & Son, Inc.||South Elgin, IL||Sep 2005 - Jul 2016||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2019|
Total Assets Under Management82,247MILLIONS
Total Number of Accounts382,713ACCOUNTS
Average Account Value$214,906
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
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, WY
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