Cook Financial Designs, Inc.

Cook Financial Designs, Inc. (CRD# 115241) is a financial advisory firm headquartered in Virginia Beach, VA. They manage $114,978,935 in 469 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1060 Laskin Road, Suite 25b, Virginia Beach, VA 23451
By the Numbers
  • Total Assets Under Management
    115
    MILLION
  • Total Number of Accounts
    469
    ACCOUNTS
  • Average Account Value
    $245,158
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
The map below shows states where this firm has explicit registration only.

LA, NC, TX, VA

Financial Advisors at Cook Financial Designs, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Cook, financial advisor Virginia Beach VA
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 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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