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Terrance Leo Cook
Parcion Private Wealth LLC
32 Years of Experience
3 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Tax Planning
Estate Planning
Insurance Planning
Charitable Giving
Business Owners
High Net Worth
Parcion Private Wealth LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
13 advisors
Number of Clients
175 clients
Average Client Portfolio
$14.4M average
Assets Under Management
$2.5B
Fee Structure
Minimum Investment:
$10M
Financial Planning:
Included in AUM fee
Investment Management
Planning
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Location
11980 NE 24th St, Suite 210, Bellevue, WA, 98005
Get directions
History
Regulatory History (3)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
September 2003
Settled
Customer Dispute
August 2001
Closed-No Action
Customer Dispute
March 2001
Denied
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Parcion Private Wealth LLC
October 2019 - Present · 6 yrs 4 mos
Previous Registrations
UBS Financial Services INC.
Broker
July 2002 - November 2019 · 17 yrs 4 mos
UBS Financial Services INC.
July 2002 - November 2019 · 17 yrs 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
August 1993 - July 2002 · 8 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Broker
July 1993 - July 2002 · 9 yrs
State Registrations
2 states
TX
WA
Advisor
Exams
No exam information available for this advisor.