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Sean Cook is an investment advisor representative with Homrich Berg, a firm headquartered in Atlanta, GA. Sean is registered with the states of Georgia and Texas. Sean is a Series 65 holder, and has been working in the financial services industry since June 1998. Sean specializes in advising individuals, corporations, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Bill pay services
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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GA
11/05/2021 - Present
Homrich Berg (ATLANTA GA)
IA
Issued 02/13/1999
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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