David Cook
David Cook is a registered investment advisor at Factor Investment Solutions, LLC, based in Tucson, AZ, with 21 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Factor Investment Solutions refers clients to third-party investment advisors. The fees you pay to the third-party advisors are established in their disclosure brochure. Factor Investment Solutions' fees are up to 1.00% of your portfolio. You will approve Factor Investment Solutions' fee by signing a Solicitors Disclosure Statement. Fees are paid quarterly in advance and debited from your account.
Location
Tucson, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an independent insurance agent since 2018. He dedicates minimal time to this business, including during security trading hours.
Employment History
Current Registrations
Factor Investment Solutions, LLC
Previous Registrations
Strategy Asset Managers L.L.C.
Stone Toro Investment Advisers
Elevage Partners, LLC
Symmetry Partners
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.