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Elliot Lee Williams

Cook Wealth, LLC

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About Elliot Lee Williams

Elliot Lee Williams is an Investment Advisor Representative associated with Cook Wealth, LLC. Elliot is a Certified Financial Planner. Elliot has 1 state exam, the Uniform Investment Adviser Law Examination. Elliot has a total of 7 years in the industry. Elliot has been registered with the state of Georgia since 4/22/2024. The firm, Cook Wealth, LLC has 1 licensed agents, 7 investment advisor representatives, and 10 investment advisory functions. The firm manages approximately $474,989,160 in assets. The firm offers financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.

Firm Information

Elliot Williams 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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Elliot Williams’s Registration & Firm History

NC

04/22/2024 - Present

Cook Wealth, LLC (RALEIGH NC)

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Licenses & Designations

IA

Issued 03/27/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elliot Lee Williams.
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