Rashard Cook
Rashard Cook is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 16 years of industry experience. Rashard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
16789 Bernardo Center Dr, San Diego, CA, 92128
Get directionsHistory
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.
Exams
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