Collin
Cook

Cetera Investment Advisers LLC

CRD#7331811
Investment Advisor
in Carlisle, PA

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About this Advisor

Collin Cook is a financial advisor based in Carlisle, Pennsylvania, working with Cetera Investment Advisers LLC. Collin has previously held positions at Gnc, Believe And Achieve Fitness, Harrisburg Area Community College, Pennsylvania College Of Health Sciences, Chamberlain University, Upmc - Pinnacle Harrisburg Hospital, Upmc - Pinnacle Carlisle Hospital, Landis & Company Financial Services, LLC, Voya Financial Advisors, Inc, Cetera Advisor Networks LLC, and Cetera Investment Advisers LLC. Collin has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Collin is part of Cetera Investment Advisers LLC, which operates out of Carlisle, Pennsylvania. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

74 West Pomfret St
Carlisle, PA 17013

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$104,468,595,111

PA Average: $6,674,516,078
Total Number of Employees

6,648

PA Average: 44
Total Number of Accounts

423,554

PA Average: 2,564
Average Account Size

$246,648

PA Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Collin Cook Work History

2023 - Present (1 year)

Cetera Investment Advisers LLC

2021 - Present (3 years)

Landis & Company Financial Services, LLC

2021 - Present (3 years)

Cetera Advisor Networks LLC

2021 - 2021 (< 1 year)

Voya Financial Advisors, Inc

2018 - 2020 (2 years)

Upmc - Pinnacle Carlisle Hospital

2017 - 2018 (1 year)

Chamberlain University

2016 - 2016 (< 1 year)

Harrisburg Area Community College

2015 - 2017 (2 years)

Pennsylvania College Of Health Sciences

2015 - 2018 (3 years)

Upmc - Pinnacle Harrisburg Hospital

2014 - 2014 (< 1 year)

Believe And Achieve Fitness

2014 - 2014 (< 1 year)

Harrisburg Area Community College

2012 - 2017 (5 years)

Gnc

Disclosures

Please visit the SEC profile of Collin 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 Cetera Investment Advisers LLC

Anthony Costabile
New York, NY
Carter Dye
Toledo, OH
Blake Mcginley
San Jose, CA
Nicholas Witte
Saint Louis, MO
Justin Lucas
Indianapolis, IN
Cameron Mcginley
Saint Louis, MO
Sean Mainwaring
Tampa, FL
Kurtis Anderson
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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