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Julie A Cook

Cbre Capital Advisors, Inc.

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About Julie A Cook

Julie Cook is a financial professional registered in Texas and Wisconsin. Julie is currently affiliated with CBRE Capital Advisors, Inc. Prior to joining CBRE Capital Advisors, Inc., Julie was affiliated with Blaylock Van, LLC. Julie has passed Series 79TO, SIE, and Series 63 exams.

Firm Information

Julie Cook is currently registered with Cbre Capital Advisors, Inc.. Cbre Capital Advisors, Inc. is a Corporation formed in December 2005 and is registered with the SEC and in 26 states.

Not reported

Assets Under Management

Not reported

Total Clients

51

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.

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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Julie Cook’s Registration & Firm History

TX

09/30/2021 - Present

Cbre Capital Advisors, Inc. (DALLAS TX)

NY

12/14/2020 - 02/09/2021

BLAYLOCK VAN, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/05/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/12/2020

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 04/19/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie A Cook.
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