Kevin Cook is a registered investment advisor at Victory Financial, based in Youngsville, LA, with 27 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 3,003 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0.25% to 2.00% depending on portfolio size, composition, and services rendered. Third-party manager fees and platform fees may apply.
Fee Estimator
Location
203 Brahman Drive, Youngsville, LA, 70592
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
August 2026Customer Dispute
October 2022Other Business Activities
Kevin is involved in numerous real estate and holding companies, often as a manager, partner, officer, or board member. He also dedicates time to Louisiana Pacific Land & Water Conservancy and Our Savior's Church as a board member.
Employment History
Current Registrations
Victory Financial
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Edward Jones
Edward JonesBroker
State Registrations2 states
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.
Exams
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