Unclaimed
Gary Clark Cook is a financial advisor in Dallas, TX, with over 36 years of experience in the financial services industry. Gary Clark Cook is currently registered with Cetera Investment Advisers LLC, a firm that provides investment advisory and financial planning services to individuals, families, and businesses. Prior to joining Cetera Investment Advisers LLC, Gary Clark Cook worked at VOYA FINANCIAL ADVISORS, INC., ING FINANCIAL ADVISERS, LLC and TOWER SQUARE SECURITIES, INC. Gary Clark Cook has a wide range of experience in providing financial services and holds several industry designations including Certified Financial Planner. Gary Clark Cook also manages Cook Financial Services, a financial services business based in Dallas, TX.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
07/12/2023 - Present
Cetera Investment Advisers LLC (Dallas TX)
TX
01/03/2011 - 07/12/2023
VOYA FINANCIAL ADVISORS, INC. (DALLAS TX)
TX
05/02/2006 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (DALLAS TX)
TX
10/29/1996 - 05/31/2006
TOWER SQUARE SECURITIES, INC. (DALLAS TX)
GA
08/15/1994 - 10/23/1996
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
10/23/1986 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 10/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
BC
Issued 10/22/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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