GC
GC

Glenn Edward Cook

18 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
252 clients
Average Client Portfolio
$120K average
Assets Under Management
$30.3M

Fee Structure

Minimum Investment:None
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Location

League City, TX

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History

Regulatory History
Clean regulatory record

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.

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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.
October 2024 - Present · 1 yr 4 mos
Previous Registrations
World Equity Group, INC.Broker
June 2019 - October 2022 · 3 yrs 4 mos
Triumph Wealth Advisors, INC.
May 2016 - July 2024 · 8 yrs 2 mos
Taylor Capital Management INC.Broker
May 2016 - July 2019 · 3 yrs 2 mos
Questar Capital CorporationBroker
July 2014 - May 2016 · 1 yr 10 mos
Questar Asset Management, INC.
July 2014 - May 2016 · 1 yr 10 mos
Primerica Advisors
January 2012 - July 2014 · 2 yrs 6 mos
PFS Investments INC.Broker
March 2011 - July 2014 · 3 yrs 4 mos
Pro-Integrity Securities, INC.Broker
January 2001 - November 2001 · 10 mos
Pro-Integrity Securities, INC.Broker
January 1999 - December 2000 · 1 yr 11 mos
The Leaders Group, INC.Broker
May 1998 - December 1998 · 7 mos
First Investors CorporationBroker
June 1997 - September 1997 · 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.