Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Cook is an investment advisor representative with The Colony Group, LLC. Andrew is registered with the state of Tennessee and holds a Series 65 license. Andrew has been in the industry since 2020 and has a diverse background in finance and education. Andrew's current position with The Colony Group, LLC, focuses on providing financial and investment advice to individuals and families. Andrew's commitment to providing personalized financial advice and guidance to clients is a testament to their dedication to building lasting relationships.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
TN
05/03/2024 - Present
THE Colony Group, LLC (Nashville TN)
IA
Issued 10/07/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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