CC
CFP
CC
CFP

Collin Cook

10 Years of Experience
Houston, TX
BrokerSells Insurance

Collin Cook is a CFP-designated registered investment advisor at VALIC Financial Advisors, INC., based in Houston, TX, with 10 years of industry experience. Collin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B

Fee Structure

  • Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
  • Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
  • The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
One-Time Plan:Up to $5,000
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Location

2777 Allen Parkway, Rp-01, Houston, TX, 77019

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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 ActivitiesSells Insurance

Collin is an agent for AGIA, selling non-securities insurance products, dedicating a few hours per week. He also volunteers as a board member for Bellville Little League, spending minimal time on this activity.

Employment History
Current Registrations
VALIC Financial Advisors, INC.Broker
September 2015 - Present · 10 yrs 8 mos
VALIC Financial Advisors, INC.
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
Securian Financial Services, INC.
March 2015 - March 2015 · 0 mos
Securian Financial Services, INC.Broker
February 2015 - March 2015 · 1 mo
State Registrations10 states
ALCOGANCNVOKORTNTXVA
AdvisorBrokerBoth

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