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 14 states (or territories).
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Total Assets Under Management475MILLION
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Total Number of Accounts1,208ACCOUNTS
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Average Account Value$393,203
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, FL, GA, MA, MD, NC, NH, NJ, NM, NY, PA, TX, VA
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.
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.
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.
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.
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.
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.
Hunter Houser (CRD# 7725151) is an Investment Advisor Representative working at Cook Wealth, LLC in Raleigh, NC and has 1 year of experience in the finance industry.
Gideon Sims (CRD# 7902363) is an Investment Advisor Representative working at Cook Wealth, LLC in Raleigh, NC and has 1 year of experience in the finance industry.
Elliot Williams (CRD# 7787085) is an Investment Advisor Representative working at Cook Wealth, LLC in Raleigh, NC and has 1 year of experience in the finance industry.