Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Don? Claim Your ProfileDon Crook is a financial professional with over 30 years of experience in the financial services industry. Don currently works with Lincoln Investment and has experience in fixed annuities, life insurance and employee benefit plans. Don is registered as a Registered Representative and Investment Advisor Representative in the state of Texas. Prior to joining Lincoln Investment, Don has worked with Legend Equities Corporation, Intervest International Equities Corporation, Conseco Securities, Inc., Conseco Financial Services, Inc., and Conseco Equity Sales, Inc. Don holds licenses for Series 6, 63, 26 and 65, and is a Registered Representative of Lincoln Investment Planning, Inc. and an Investment Advisor Representative of Lincoln Investment Advisers, Inc.
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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
06/09/2017 - Present
Lincoln Investment (AUSTIN TX)
TX
10/25/2002 - 01/03/2017
LEGEND EQUITIES CORPORATION (AUSTIN TX)
CO
06/10/2002 - 10/28/2002
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
IN
08/05/1998 - 06/10/2002
CONSECO SECURITIES, INC. (CARMEL IN)
IN
04/14/1997 - 08/05/1998
CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)
IN
08/24/1992 - 04/14/1997
CONSECO EQUITY SALES, INC. (CARMEL IN)
IA
Issued 07/18/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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