Terry Cook, financial advisor Yakima WA
96 score

Terry Cook

CRD Number: 1418789
Current Firm: Financial Management, Inc.

Terry Cook (CRD# 1418789) is an Investment Advisor Representative working at Financial Management, Inc. in Yakima, WA and has over 31 years of experience in the finance industry. Terry Cook 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
Financial Management, Inc. Yakima, WA Aug 2010 - Current 6
Lpl Financial Yakima, WA Aug 2010 - Current 6
Metlife Securities Inc. Spokane, WA Oct 2007 - Aug 2010 2
Lloyd Cook Rentals Zillah, WA Jan 2007 - Oct 2007 < 1
Unemployed Yakima, WA Jul 2005 - Feb 2007 1
Unemployed Yakima, WA Aug 2006 - Jan 2007 < 1
Wm Financial Services Yakima, WA Jan 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1985
S65 NASAA Investment Advisors Law Examination Jan 2008
Contact Info for Terry A. Cook
Phone Number: 509-965-5654
Firm Website: http://www.fmiwealth.net
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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