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Chris Cookson

28 Years of Experience
Houston, TX
Broker

Chris Cookson is a registered investment advisor, based in Houston, TX, with 28 years of industry experience.

Location

8133 Broadway St, Fl 2, Houston, TX, 77061

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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 Activities

Chris serves as executor and trustee for a friend and client's will, disbursing assets to beneficiaries, and is a partner in Telos Holdings, a real estate investment holding company. Chris spends minimal time on the executor/trustee role and a few hours per week on Telos Holdings, focusing on deal reviews and acquisition strategy.

Employment History
Current Registrations
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 5 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 5 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 5 mos
Previous Registrations
Bb&t Securities, LLC
November 2017 - February 2021 · 3 yrs 3 mos
Bb&t Securities, LLCBroker
November 2017 - February 2021 · 3 yrs 3 mos
UBS Financial Services INC.
October 2010 - December 2017 · 7 yrs 2 mos
UBS Financial Services INC.Broker
October 2010 - December 2017 · 7 yrs 2 mos
Morgan Stanley Smith Barney LLC
June 2009 - November 2010 · 1 yr 5 mos
Morgan Stanley Smith BarneyBroker
June 2009 - November 2010 · 1 yr 5 mos
Citigroup Global Markets INC.Broker
February 2004 - June 2009 · 5 yrs 4 mos
Citigroup Global Markets INC.
February 2004 - June 2009 · 5 yrs 4 mos
Morgan Stanley & CO., IncorporatedBroker
March 2001 - February 2002 · 11 mos
Morgan Stanley
February 1998 - February 2004 · 6 yrs
Morgan Stanley Dw INC.Broker
February 1998 - February 2004 · 6 yrs
Ras Securities CORP.Broker
August 1997 - March 1998 · 7 mos
State Registrations19 states
AZCACOFLGAKSLAMAMDNCNJNVNYOHPATNTXWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Chris Cookson - Financial Advisor | TrueAdvisor