Brian Cook

from Cook Wealth, LLC
SEC regulated
Regulated Investment Advisor
Brian Cook is a financial advisor based in North Carolina, Raleigh, with 21 years of experience. Brian currently works for Cook Wealth, LLC. Brian maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Brian Cook works at Cook Wealth, LLC
Cook Wealth, LLC is a financial advisory firm based in Raleigh, North Carolina. It currently has approximately $404,211,832 of assets under management and employs about 14 people. Cook Wealth, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
8 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
4101 Lake Boone Trail, Suite 200, Raleigh, North Carolina, 27607

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