BC
CFP
BC
CFP

Bruce Cook

25 Years of Experience
St. Petersburg, FL
Broker

Bruce Cook is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

877 Executive Center Dr W, Suite 303, St. Petersburg, FL, 33702

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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

Bruce is an independent contractor and officer (President) at Cook and Phillips Financial Group since 2006, working as a branch manager and financial advisor. This takes about half of Bruce's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2009 - Present · 17 yrs 2 mos
Raymond James Financial Services, INC.
April 2006 - Present · 20 yrs 1 mo
Raymond James Financial Services, INC.Broker
April 2006 - Present · 20 yrs 1 mo
Previous Registrations
Raymond James Financial Services
May 2006 - October 2009 · 3 yrs 5 mos
Raymond James & Associates, INC.
March 2001 - May 2006 · 5 yrs 2 mos
Raymond James & Associates, INC.Broker
March 2001 - May 2006 · 5 yrs 2 mos
State Registrations38 states
ALARAZCACOCTDCFLGAHIIAILINKSKYLAMAMDMIMNMONCNHNJNMNVNYOHOKORPARISCTNTXVAWIWV
AdvisorBrokerBoth

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