Anthony Cook is a registered investment advisor at LPL Financial LLC, based in Bloomfield Hills, MI, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
42714 Woodward Ave, Bloomfield Hills, MI, 48304
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anthony operates under two DBAs for his LPL business: Cook Wealth Management (since 2011) and Pelican Bay Wealth Management (since 2017). He spends about half his time on Pelican Bay Wealth Management, including a few hours per week during securities trading hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lasalle Financial Services, INC.
Lasalle Financial Services, INC.Broker
MML Investors Services, INC.Broker
State Registrations8 states
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