Deborah Cook, financial advisor Wilmington DE
88 score

Deborah Cook

CRD 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 2 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Deborah S. Cook
Phone Number: 302-483-7200
Firm Website: http://www.csfgllc.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    520
    MILLIONS
  • Total Number of Accounts
    3,438
    ACCOUNTS
  • Average Account Value
    $151,129
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

DC, DE, FL, GA, IA, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NY, OK, PA, SC, TX, WI

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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