Glenn Cook is a registered investment advisor at Triumph Wealth Advisors, INC., based in League City, TX, with 18 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 252 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Triumph Wealth Advisors' investment advisor representatives set their own fees within a range, up to a maximum of 2.5% annually. This fee includes a portion for TWA and a portion for the representative, both of which are negotiable. Fees are paid monthly or quarterly, based on the value of the managed assets. Clients may also incur additional charges from the broker/dealer.
Location
League City, TX
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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
Glenn is an agent for Legal Shield, offering prepaid legal services and identity theft protection, dedicating minimal time to this. He also owns Pathway Financial Services, selling various types of insurance, spending about 10-20% of his time on this, and is an IAR for Triumph Wealth Advisors, dedicating nearly full-time hours to advisory services.
Employment History
Current Registrations
Triumph Wealth Advisors, INC.
Previous Registrations
World Equity Group, INC.Broker
Triumph Wealth Advisors, INC.
Taylor Capital Management INC.Broker
Questar Capital CorporationBroker
Questar Asset Management, INC.
Primerica Advisors
PFS Investments INC.Broker
Pro-Integrity Securities, INC.Broker
Pro-Integrity Securities, INC.Broker
The Leaders Group, INC.Broker
First Investors CorporationBroker
State Registrations1 state
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.