Cook Financial Designs, Inc.

Cook Financial Designs, Inc. (CRD# 115241) is a financial advisory firm headquartered in Virginia Beach, VA. They manage $43,085,123 in 295 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Cook Financial Designs, Inc.
Showing 1 - 1 of 1 top financial advisors.
Daniel S. Cook
CRD#: 4423756
1060 Laskin Road, Suite 25b, Virginia Beach, VA 23451

Daniel Cook (CRD# 4423756) is an Investment Advisor Representative working at Cook Financial Designs, Inc. in Virginia Beach, VA and has over 16 years of experience in the finance industry. Daniel 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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