Bradley
Cooke
Fisher Investments
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About this Advisor
Bradley Cooke is a certified financial planner based in Plano, Texas, who has 1 year of relevant experience. Cooke is currently employed by Fisher Investments. Throughout their career, they have worked at The Botsford Group / Stratos Wealth Partners, LTD, Usaa Financial Advisors Inc, Usaa Financial Planning Services, Nexbank Securities, Inc, Ptx Securities, LLC, Sealy Investment Securities, LLC, Jcc Advisors LLC, Phoenix American Hospitality, Fidelity Investments, Ameriprise Financial Services, LLC and Fisher Investments. Cooke has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Fisher Investments is a financial advisory business operating out of Plano, TX. It has offices in 14 locations and a total of 3,349 people on staff. It oversees $192 billion in total assets between its 269,289 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 37 charitable organizations. Of its 269,289 customer accounts, 46% belong to high-net-worth individuals who have at least $1 million in assets. Fisher Investments offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Fees charged by financial advisors largely are based on which services are offered. Fee types billed by Fisher Investments can include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fisher Investments Brokerage Details
$192,398,103,714
3,349
269,289
$714,467
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Bradley Cooke Work History
Bradley has been registered as a financial advisor for 1 years.*
Fisher Investments
Fidelity Investments
Ameriprise Financial Services, LLC
Jcc Advisors LLC
Phoenix American Hospitality
Sealy Investment Securities, LLC
Ptx Securities, LLC
Nexbank Securities, Inc
Usaa Financial Advisors Inc
Usaa Financial Planning Services
The Botsford Group / Stratos Wealth Partners, LTD
*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 Bradley Cooke 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 Fisher Investments
Plano, TX
Plano, TX
Plano, TX
Marietta, GA
Plano, TX
Plano, TX
Plano, TX
Westerville, OH
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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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.
