KC
KC

Kevin Cook

27 Years of Experience
Lafayette, LA
1 DisclosureBroker

Kevin Cook is a registered investment advisor at Morgan Stanley, based in Lafayette, LA, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

400 East Kaliste Saloom Road, Suite 1200, Lafayette, LA, 70508

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History

Regulatory History (1)
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Customer Dispute
October 2022
Denied
Other 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
Morgan Stanley
September 2022 - Present · 3 yrs 8 mos
Morgan StanleyBroker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
UBS Financial Services INC.
November 2011 - September 2022 · 10 yrs 10 mos
UBS Financial Services INC.Broker
November 2011 - September 2022 · 10 yrs 10 mos
Edward Jones
January 2007 - November 2011 · 4 yrs 10 mos
Edward JonesBroker
January 1999 - November 2011 · 12 yrs 10 mos
State Registrations19 states
ALARCACOFLGAINKYLAMSNYOKORPASCTXVAWAWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
Kevin Cook - Financial Advisor | TrueAdvisor