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Seth Mitchell Large

Cook Wealth, LLC

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About Seth Mitchell Large

Seth Large is a financial advisor with Cook Wealth, LLC in Raleigh, North Carolina. Seth has been a registered investment advisor for a little over a year and has been in the industry for over four years. Seth holds the Series 65 license and is a Certified Financial Planner. Seth's focus areas include financial planning and portfolio management. Seth also provides tax planning and preparation services, in addition to his investment advisory activities.

Firm Information

Seth Large is currently registered with Cook Wealth, LLC. Cook Wealth, LLC is an independent financial advisory firm based in Raleigh, North Carolina. They offer financial planning, pension consulting, and portfolio management services to a variety of clients, including individuals, high-net-worth individuals, and pension and profit-sharing plans. They manage approximately $474,989,160 in assets for their clients, with a total of 1,208 accounts under management. Cook Wealth is committed to providing personalized financial guidance and solutions to help their clients achieve their financial goals.
Cook Wealth, LLC

4101 LAKE BOONE TRAIL

RALEIGH, NC 27607

$474.99M

Assets Under Management

Not reported

Total Clients

10

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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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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Seth Large’s Registration & Firm History

NC

09/06/2023 - Present

Cook Wealth, LLC (RALEIGH NC)

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Licenses & Designations

IA

Issued 10/30/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Seth Mitchell Large.
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