Lee Cook is a registered investment advisor at Raymond James & Associates, INC., based in Ft. Wayne, IN, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
9910 Dupont Circle Drive East, Suite 100, Ft. Wayne, IN, 46825
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lee is a board member for Eastern Early Education, a non-profit organization, and spends minimal time on it. Lee is also a finance/investment committee member for United Way of Dekalb County, spending minimal time reviewing financials and budgets.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
PNC InvestmentsBroker
PNC Investments
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
PNC Investments
PNC InvestmentsBroker
Natcity Investments, INC.Broker
Natcity Investments, INC.
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Union Planters Investment Advisors, INC.
Pfic Securities CorporationBroker
Banc One Securities CorporationBroker
Olde Discount CorporationBroker
State Registrations53 states
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