Deborah CookCRD Number: 1173465
Current Firm: Great Valley Advisor Group, Inc.
Deborah Cook (CRD# 1173465) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 4 years of experience in the finance industry.
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
Ameriprise Financial Services, Inc.
|Great Valley Advisor Group||Wilmington, DE||Jun 2016 - Current||1|
|Lpl Financial LLC||Annapolis, MD||Jun 2016 - Current||1|
|Bank Of America, N.a.||Annapolis, MD||Jun 2014 - Apr 2016||1|
|Merrill Lynch, Pierce, Fenner And Smith Incorporated||Annapolis, MD||Jan 2014 - Apr 2016||2|
|Deborah S. Cook, P.c.||Davidsonville, MD||Jan 2008 - Dec 2013||5|
|Greystone & Company, Inc.||Davidsonville, MD||Jan 2006 - Dec 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
Total Assets Under Management825MILLIONS
Total Number of Accounts5,657ACCOUNTS
Average Account Value$145,898
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
DC, DE, FL, GA, IA, IL, LA, MA, MD, MI, MN, NC, NJ, NY, OK, PA, SC, TX, VA, WI