Clay Cook, financial advisor Montgomery AL
90 score

Clay Cook

CRD Number: 6080292
Current Firm: Infinex Investments, Inc.

Clay Cook (CRD# 6080292) is an Investment Advisor Representative working at Infinex Investments, Inc. in Montgomery, AL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Infinex Investments, Inc. Meriden, CT Jul 2017 - Current < 1
River Bank & Trust Montgomery, AL Jul 2017 - Current < 1
Benjamin F. Edwards & Company Birmingham, AL Dec 2015 - Jul 2017 1
Bank Of America N.a. Birmingham, AL Oct 2014 - Nov 2015 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham, AL May 2014 - Nov 2015 1
Harbor Financial Services, LLC Montgomery, AL Jul 2013 - May 2014 < 1
Unemployed Montgomery, AL May 2013 - Jul 2013 < 1
Washington And Lee University Lexington, VA Aug 2012 - May 2013 < 1
Harbor Financial Services, LLC Mobile, AL Jun 2012 - Aug 2012 < 1
Washington And Lee University Lexington, VA Aug 2010 - Jun 2012 1
Retina Specialists Of Alabama Montgomery, AL Jun 2010 - Aug 2010 < 1
Washington And Lee University Lexington, VA Aug 2009 - Jun 2010 < 1
Retina Specialists Of Alabama Montgomery, AL Jun 2009 - Aug 2009 < 1
Nancy Peterson's Bistro Montgomery, AL Jun 2008 - Aug 2009 1
The Montgomery Academy Montgomery, AL Aug 2008 - Jun 2009 < 1
Nancy Paterson's Bistro Montgomery, AL Jun 2008 - Aug 2008 < 1
The Montgomery Academy Montgomery, AL Jun 2004 - Jun 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Clay P. Cook
Phone Number: 203-599-6000
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    850
    MILLIONS
  • Total Number of Accounts
    4,472
    ACCOUNTS
  • Average Account Value
    $190,032
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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