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Brian J. Cook

Cook Wealth, LLC

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About Brian J. Cook

Brian J. Cook is a financial advisor with Cook Wealth, LLC. Brian has over 15 years of experience in the financial services industry. Brian is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 24, Series 51, Series 63 and Series 65 licenses. Brian specializes in providing financial planning services to individuals and families. Brian is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Brian Cook is currently registered with Cook Wealth, LLC. Cook Wealth, LLC is an independent financial advisory firm based in Raleigh, North Carolina. They offer financial planning, pension consulting, and portfolio management services to a variety of clients, including individuals, high-net-worth individuals, and pension and profit-sharing plans. They manage approximately $474,989,160 in assets for their clients, with a total of 1,208 accounts under management. Cook Wealth is committed to providing personalized financial guidance and solutions to help their clients achieve their financial goals.
Cook Wealth, LLC

4101 LAKE BOONE TRAIL

RALEIGH, NC 27607

$474.99M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Cook’s Registration & Firm History

NC

03/20/2014 - Present

Cook Wealth, LLC (RALEIGH NC)

NC

04/01/2005 - 10/26/2018

LPL FINANCIAL LLC (RALEIGH NC)

NY

05/29/2002 - 04/01/2005

MONY SECURITIES CORPORATION (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/01/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/12/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/01/2005

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 06/17/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian J. Cook.
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