Clay Cook, financial advisor Montgomery AL

Clay Cook

CRD Number: 6080292
Current Firm: Stonex Advisors Inc.

Clay Cook (CRD# 6080292) is an Investment Advisor Representative working at Stonex Advisors Inc. in Montgomery, AL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Stonex Securities, Inc. Montgomery, AL Feb 2024 - Current < 1
Stonex Advisors, Inc. Montgomery, AL Feb 2024 - Current < 1
River Bank & Trust Montgomery, AL Jul 2017 - Current 6
Infinex Investments, Inc. Meriden, CT Jul 2017 - Feb 2024 6
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
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Clay P. Cook
Phone Number: 800-292-2411
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    3,316
    MILLIONS
  • Total Number of Accounts
    14,019
    ACCOUNTS
  • Average Account Value
    $236,519
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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