Areas of Practice
Retirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
73 advisors
Number of Clients
622 clients
Average Client Portfolio
$30.5M average
Assets Under Management
$19.0B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$15,000
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Location

4101 Lake Boone Trail, #200, Raleigh, NC, 27607

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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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Employment History
Current Registrations
Cerity Partners LLC
April 2025 - Present · 10 mos
Previous Registrations
Cook Wealth, LLC
March 2014 - April 2025 · 11 yrs 1 mo
LPL Financial LLC
September 2005 - March 2014 · 8 yrs 6 mos
LPL Financial LLCBroker
April 2005 - October 2018 · 13 yrs 6 mos
Mony Securities CorporationBroker
May 2002 - April 2005 · 2 yrs 11 mos
State Registrations2 states
NCTX
Advisor
Exams
No exam information available for this advisor.
Brian J. Cook - Financial Advisor | TrueAdvisor