Rashard Cook
Rashard Cook is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 15 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
16789 Bernardo Center Dr, San Diego, CA, 92128
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Regulatory History (1)
Customer Dispute
September 2021Other Business ActivitiesSells Insurance
Rashard operates his LPL business through Lucia Capital Group since 2020 and is an assistant football coach. He also works in residential real estate and is an insurance agent selling non-variable insurance, dedicating a few hours per week to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lucia Capital Group
Lucia Securities, LLCBroker
First Allied Securities, INC.Broker
Realty Capital Securities, LLCBroker
State Registrations17 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.