Glenn
Cook
Triumph Wealth Advisors, Inc
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About this Advisor
Glenn Cook is a financial advisor who works out of Woodstock, Georgia with a total of 7 years of relevant experience. Cook is currently employed by Triumph Wealth Advisors, Inc. Cook has gained experience at Pfs Investments Inc, Primerica Financial Services, Questar Capital Corporation, Questar Asset Management, World Equity Group, Triumph Wealth Advisors and Tcm Securities, Inc. Cook has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Triumph Wealth Advisors, Inc is a company that has its headquarters in Woodstock, GA. It has offices in three locations and a total of 21 employees. It has $23 million in assets under management among its 190 customer accounts, making it one of the smaller financial advisory firms in the country by assets under management. The advisory firm provides a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules vary depending on which services the firm provides the client. However, fee types billed by Triumph Wealth Advisors, Inc may include asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Triumph Wealth Advisors, Inc Brokerage Details
$23,413,000
21
190
$123,226
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Glenn Cook Work History
Glenn has been registered as a financial advisor for 7 years.*
World Equity Group
Triumph Wealth Advisors
Tcm Securities, Inc
Questar Capital Corporation
Questar Asset Management
Pfs Investments Inc
Primerica Financial Services
*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 Glenn 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 Triumph Wealth Advisors, Inc
Woodstock, GA
Raleigh, NC
Woodstock, GA
Boca Raton, FL
Frisco, TX
Woodstock, GA
Tucson, AZ
Birmingham, AL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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