Freddie H. Cook

COOK WEALTH MANAGEMENT

Bowie, MD

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CRD#: 1723475

Professional summary

Freddie Howard Cook, who also goes by F Howard Cook, Fred Cook, Freddie Howard Cook, is a registered financial advisor currently at COOK WEALTH MANAGEMENT, LLC located in Bowie, Maryland.

Freddie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Freddie has worked at 8 firms and has passed the Series 66, Series 63, Series 7, Series 6 and Series 22 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

F Howard Cook | Fred Cook | Freddie Howard Cook

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

?Cook Financial Services LLC; investment related: yes; address: Bowie, MD; Nature: Insurance sales and service; Title: Insurance Agent; Start: 06/2010; 45 hours per month; 40 during securities trading; Insurance sales and service. ?Accurate Tax and Accounting Services; investment related: no; address: Bowie, MD; Nature: tax prep; Title: Insurance Agent; Start: 05/2013; 45 hours per month; 40 during securities trading; Insurance sales and service. Tax Preparer;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Freddie Howard Cook's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 16, 2022 - Present

COOK WEALTH MANAGEMENT, LLC

RIA

CRD#: 319523

Bowie, MD

Past

June 27, 2017 - September 11, 2018

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

ARDEN HILLS, MN

Past

October 13, 2010 - November 15, 2012

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

BOWIE, MD

Past

September 29, 2010 - November 15, 2012

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

BOWIE, MD

Past

December 3, 2007 - June 3, 2010

EDWARD JONES

RIA

CRD#: 250

BOWIE, MD

Past

December 3, 2007 - June 3, 2010

EDWARD JONES

CRD#: 250

BOWIE, MD

Past

November 22, 2005 - December 21, 2007

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

BOWIE, MD

Past

December 15, 2004 - December 21, 2007

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

BOWIE, MD

Past

August 4, 2004 - November 29, 2004

M&T SECURITIES, INC.

RIA

CRD#: 17358

CHEEKTOWAGA, NY

Past

August 4, 2004 - November 29, 2004

M&T SECURITIES, INC.

CRD#: 17358

BALTIMORE, MD

Past

September 7, 2001 - August 20, 2004

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

WASHINGTON, DC

Past

August 13, 2001 - August 20, 2004

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

August 13, 1998 - December 31, 1999

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Past

September 25, 1987 - June 20, 1991

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(5/16/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/24/2001

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/11/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/9/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/10/1998

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 22

Date: 9/24/1987

Direct Participation Programs Representative Examination

Current Firm

COOK WEALTH MANAGEMENT, LLC

CRD#: 319523 / SEC#:

Maryland

Registered Investment Advisory firm - (5/16/2022 Approved)

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Contact information

Main Address

Bowie, MD

Mailing Address

Phone number

(240) 470-6888

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Freddie H. Cook

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Freddie Howard Cook's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRADIENT ADVISORS, LLC

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

EDWARD JONES

EDWARD JONES

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

M&T SECURITIES, INC.

M&T SECURITIES, INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

AVANTAX INVESTMENT SERVICES, INC.

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/24/2001

Series 63

Date: 5/11/1998

Series 7

Date: 8/9/2001

Series 6

Date: 6/10/1998

Series 22

Date: 9/24/1987

Current Firm

COOK WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

COOK WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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