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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Cook is a financial advisor with Pure Financial Advisors, LLC. David has been in the financial services industry for over 16 years. David is registered with the state of California and Texas. David's experience includes working at J.P. Morgan Securities LLC. David has a Series 7 and Series 66 license as well as the SIE exam. David is also a Certified Financial Planner. David has experience working with clients who are individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. David provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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CA
02/18/2021 - Present
Pure Financial Advisors, LLC (SAN DIEGO CA)
CA
09/13/2013 - 12/12/2014
J.P. MORGAN SECURITIES LLC (CARLSBAD CA)
NV
09/09/2011 - 04/24/2012
LUCIA SECURITIES, LLC (LAS VEGAS NV)
CA
06/13/2008 - 12/05/2011
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
VA
06/10/2002 - 01/04/2003
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
MN
04/19/2001 - 05/17/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/19/2001 - 05/17/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2014
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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