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).
Total Assets Under Management43MILLION
Total Number of Accounts295ACCOUNTS
Average Account Value$146,051
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NC, TX, VA
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.