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Carson Cook
1 Year of Experience
Centerville, OH
1 DisclosureBroker
Carson Cook is a registered investment advisor at Raymond James & Associates, INC., based in Centerville, OH, with 1 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
7887 Washington Village Drive, Suite 100, Centerville, OH, 45459
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
April 2018Employment History
Current Registrations
Raymond James & Associates, INC.
August 2025 - Present · 1 yr 1 mo
Raymond James & Associates, INC.Broker
July 2025 - Present · 1 yr 2 mos
Previous Registrations
Jpmorgan Distribution Services, INC.Broker
November 2017 - May 2018 · 6 mos
State Registrations2 states
KYOH
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.