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Justin Cook

Eagle Strategies LLC

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About Justin Cook

Justin Cook is a financial advisor registered with Eagle Strategies LLC and is currently active in the investment industry. Justin has held several roles in the financial services sector, including positions with New York Life Insurance Company, T-Mobile and NYLIFE Securities LLC. Justin has successfully completed the Series 63, 65, 24 and 7TO examinations and is registered in several states. Justin's areas of expertise include financial planning, pension consulting, and portfolio management. Justin works with individuals, high net worth individuals, corporations, charitable organizations and other entities.

Firm Information

Justin Cook is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

14819 BALLANTYNE VILLAGE WAY

CHARLOTTE, NC 28277

$20.36B

Assets Under Management

6,070

Total Clients

2,031

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Justin Cook’s Registration & Firm History

NC

02/22/2024 - Present

Eagle Strategies LLC (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 2/21/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 2/26/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 7/22/2023

Series 24 - General Securities Principal Examination

BC

Issued 1/13/2023

Series 7TO - General Securities Representative Examination

BC

Issued 1/5/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/2/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justin Cook.
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