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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Brian Cook is a financial advisor with The Colony Group, LLC. Phillip has over 20 years of experience in the financial services industry and is registered as an Investment Advisor Representative in Tennessee and Texas. Phillip has a strong background in investment management and financial planning, and he is committed to helping his clients achieve their financial goals.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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TN
05/01/2024 - Present
THE Colony Group, LLC (Nashville TN)
TN
01/31/2011 - 10/09/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (BRENTWOOD TN)
TN
10/23/2002 - 02/03/2011
MML INVESTORS SERVICES, LLC (BRENTWOOD TN)
BC
Issued 11/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/21/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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