Stephen
Cook
Triad Advisors LLC
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About this Advisor
Stephen Cook is a certified financial planner in Dallas, Texas. Currently a registered financial advisor at Triad Advisors LLC, they have gathered 13 years of work experience. Cook maintains a Series 63 license, certifying the advisor as a securities representative. Cook is able to operate in Texas. Their career trajectory has included roles at Triad Advisors, Inc and Wsfs Investment Group. Triad Advisors LLC is based out of Dallas, Texas, and has 125 locations in the United States. As a firm, Triad Advisors LLC manages $808 million in assets dispersed across 2,908 accounts and retains more than 208 people. The amount of assets the firm manages makes it one of the larger investment advisory firms in the nation. The firm manages 1,379 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 7% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Triad Advisors LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Triad Advisors LLC Brokerage Details
$920,995,833
199
3,342
$275,582
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Answer a few questions to get a personalized match.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
- Publication of periodicals or newsletters
Stephen Cook Work History
Stephen has 13 years of experience.
Triad Advisors, Inc
Wsfs Investment Group
Disclosures
Stephen Cook has no disclosures.
Please visit their SEC profile for more details.
This content was compiled from the SEC and FINRA.