Willliam
Cook
Arlington Partners LLC
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About this Advisor
Willliam Cook is a financial advisor based in Birmingham, Alabama with 1 year of industry experience. Cook works at Arlington Partners LLC. During their career, Cook has held roles at Arlington Partners, LLC, Ernst And Young, Oakworth Capital Bank, Bonaventure Capital, Vanderbilt University and The Altamont School. Cook has a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Alabama. Arlington Partners LLC is a registered investment firm headquartered in Birmingham, AL. It has a total of 39 people on staff. It administers $6 billion in assets under management among its 978 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 23 charities and foundations. Of its 978 client accounts, 63% are held by high-net-worth individuals who have more than $1 million in assets. Arlington Partners LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial advisory services typically vary depending on which service is provided. Fee types billed by Arlington Partners LLC likely consist of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arlington Partners LLC Brokerage Details
$6,097,070,330
39
978
$6,234,223
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Willliam Cook Work History
Willliam has been registered as a financial advisor for 1 years.*
Arlington Partners, LLC
Ernst And Young
Ernst And Young
Oakworth Capital Bank
Bonaventure Capital
Vanderbilt University
The Altamont School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Willliam Cook to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Arlington Partners LLC
Franklin, TN
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
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