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Christopher Lynn Cook

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness OwnersMedical Professionals
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
4,997 clients
Average Client Portfolio
$506K average
Assets Under Management
$2.5B

Fee Structure

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Location

9017 S Riverside Dr Suite 210, Sandy, UT, 84070

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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

Christopher is an insurance agent selling life insurance, disability insurance, and long-term care, dedicating about 10% of his time to this. He is also involved with real estate, wealth management, and a non-profit organization.

Employment History
Current Registrations
Diversify Wealth Management, LLC
March 2024 - Present · 1 yr 11 mos
Dfpg Investments, LLCBroker
May 2011 - Present · 14 yrs 9 mos
Previous Registrations
Diversify Advisory Services, LLC
September 2023 - March 2025 · 1 yr 6 mos
Dfpg Investments, LLC
September 2015 - February 2024 · 8 yrs 5 mos
Diversify Wealth Management, INC.
March 2014 - September 2015 · 1 yr 6 mos
Ljcooper Capital Management, LLC
October 2011 - March 2014 · 2 yrs 5 mos
Omni Brokerage, INC.Broker
November 2009 - April 2011 · 1 yr 5 mos
Fidelity Brokerage Services LLCBroker
May 2005 - October 2006 · 1 yr 5 mos
PFS Investments INC.Broker
July 2003 - April 2005 · 1 yr 9 mos
Charles Schwab & CO., INC.Broker
December 2000 - July 2001 · 7 mos
Wma Securities, INC.Broker
November 1998 - December 1999 · 1 yr 1 mo
State Registrations31 states
AKALARAZCACOFLGAHIIAIDINLAMIMNMOMTNENHNVOKORPASDTXUTVAWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Christopher Lynn Cook - Financial Advisor | TrueAdvisor