Cook Wealth, LLC

Cook Wealth, LLC (CRD# 170372) is a financial advisory firm headquartered in Raleigh, NC. They manage $474,989,160 in 1,208 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    475
    MILLION
  • Total Number of Accounts
    1,208
    ACCOUNTS
  • Average Account Value
    $393,203
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
The map below shows states where this firm has explicit registration only.

CA, CO, FL, MA, MD, NC, NJ, NM, NY, TX, VA

Financial Advisors at Cook Wealth, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Brian J. Cook
CRD#: 4509923
4101 Lake Boone Trail, Suite 200, Raleigh, NC 27607

Brian Cook (CRD# 4509923) is an Investment Advisor Representative working at Cook Wealth, LLC in Raleigh, NC and has over 20 years of experience in the finance industry.

2
Michael T. Holloway
CRD#: 5202533
4101 Lake Boone Trail, Suite 200, Raleigh, NC 27607

Michael Holloway (CRD# 5202533) is an Investment Advisor Representative working at Cook Wealth, LLC in Raleigh, NC and has over 17 years of experience in the finance industry.

3
David A. McDougall
CRD#: 5823977
4101 Lake Boone Trail, Suite 200, Raleigh, NC 27607

David McDougall (CRD# 5823977) is an Investment Advisor Representative working at Cook Wealth, LLC in Raleigh, NC and has over 13 years of experience in the finance industry.

4
Zachary Q. Carver
CRD#: 7621629
4101 Lake Boone Trail, Suite 200, Raleigh, NC 27607

Zachary Carver (CRD# 7621629) is an Investment Advisor Representative working at Cook Wealth, LLC in Raleigh, NC and has 1 year of experience in the finance industry.

5
Kimberly R. Clark
CRD#: 7722793
4101 Lake Boone Trail, Suite 200, Raleigh, NC 27607

Kimberly Clark (CRD# 7722793) is an Investment Advisor Representative working at Cook Wealth, LLC in Raleigh, NC and has 1 year of experience in the finance industry.

6
Jason M. Deshayes
CRD#: 7329480
4101 Lake Boone Trail, Suite 200, Raleigh, NC 27607

Jason Deshayes (CRD# 7329480) is an Investment Advisor Representative working at Cook Wealth, LLC in Raleigh, NC and has over 2 years of experience in the finance industry.

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