CC
Charles Cooke
from Allegiance Financial Group
Charles Cooke is a financial advisor based in Virginia, Vienna,
with 23 years of experience. Charles currently works for
Allegiance Financial Group.
Charles 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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Charles Cooke works at Allegiance Financial Group
Allegiance Financial Group is a financial advisory firm based in Vienna, Virginia. It currently has approximately $291,695,806 of assets under management and employs about 9 people. Allegiance Financial Group 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
13 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
374 Maple Avenue East, Suite 204, Vienna, Virginia, 22180
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