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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Cook is a financial advisor with Victory Capital Management Inc. based in San Antonio, TX. Adam has been in the financial industry since 1996 and has a strong background in portfolio management, investment advising and financial planning. Adam is licensed and registered in the state of Texas. Adam has experience working with individuals, businesses, investment companies, pooled investment vehicles, insurance companies and pension and profit sharing plans. Adam has a broad range of experience with financial products and services, including model portfolios, selection of other advisors, and portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Adam is dedicated to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Model portfolios
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
06/03/2021 - Present
Victory Capital Management Inc. (SAN ANTONIO TX)
TX
10/22/2007 - 07/05/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
09/03/1999 - 11/09/2016
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
NY
07/30/1997 - 08/30/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MN
03/22/1996 - 06/27/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/22/1996 - 06/27/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/10/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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