Charles Cooke, financial advisor Wilmington NC

Charles Cooke

CRD Number: 4061199
Current Firm: Allegiance Financial Group

Charles Cooke (CRD# 4061199) is an Investment Advisor Representative working at Allegiance Financial Group in Wilmington, NC and has over 22 years of experience in the finance industry. Charles Cooke 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
Allegiance Financial Group Advisory Services LLC Vienna, VA Sep 2021 - Current 2
The Strategic Financial Alliance, Inc. Atlanta, GA Oct 2015 - Current 8
Cooke Capital Inc. Wilmington, NC Nov 2007 - Current 16
Acorn Financial Advisory Services, Inc. Reston, VA Oct 2015 - Sep 2021 5
Cooke Capital Inc. Dba For Acorn Financial Advisory Services Wilmington, NC Nov 2007 - Sep 2021 13
Woodbury Financial Services Goldsboro, NC Apr 2010 - Oct 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
S65 NASAA Investment Advisors Law Examination Jul 2006
Contact Info for Charles R. Cooke
Phone Number: (703) 242-7900
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    419
    MILLIONS
  • Total Number of Accounts
    1,273
    ACCOUNTS
  • Average Account Value
    $328,951
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, DC, FL, GA, MD, NC, NJ, NY, OH, TX, VA

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