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Carson Bradrick Cooke

Everhart Advisors

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About Carson Bradrick Cooke

Carson Bradrick Cooke is an investment advisor representative with Everhart Advisors. Carson is a Certified Financial Planner™ professional with extensive experience in financial planning, portfolio management for businesses and individuals, and pension consulting. Carson has been with Everhart Advisors since January 2020. Before joining Everhart Advisors, Carson worked as an advisor for JP Morgan from May 2019 to 2020.

Firm Information

Carson Cooke is currently registered with Everhart Advisors. Everhart Advisors, based in Dublin, OH, is a registered investment advisor with over 1445 million in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pension and profit-sharing plans. They are also the publisher of periodicals. Everhart Advisors serves clients across various categories, including high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. The firm employs 8 licensed agents and 22 investment advisor representatives.
Everhart Advisors

535 METRO PLACE SOUTH

DUBLIN, OH 43017

$1.45B

Assets Under Management

493

Total Clients

27

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Carson Cooke’s Registration & Firm History

OH

05/11/2022 - Present

Everhart Advisors (DUBLIN OH)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carson Bradrick Cooke.
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