Terrance L. Cook
Professional summary
Terrance Leo Cook, CFP®, CIMA®, who also goes by Terrance L Cook, Terry Cook, is a registered financial advisor currently at PARCION PRIVATE WEALTH LLC located in Bellevue, Washington.
Terrance is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Terrance has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Terrance Leo Cook's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1998
Experience
October 25, 2019 - Present
PARCION PRIVATE WEALTH LLC
Office #1: 11980 Ne 24th St Suite 210, Bellevue, WA 98005July 12, 2002 - November 6, 2019
UBS FINANCIAL SERVICES INC.
July 12, 2002 - November 6, 2019
UBS FINANCIAL SERVICES INC.
August 11, 1993 - July 17, 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 14, 1993 - July 17, 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
PARCION PRIVATE WEALTH LLC
CRD#: 305115 / SEC#: 801-117477
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/25/2019)
(11/6/2019)
Exams
Current Firm
PARCION PRIVATE WEALTH LLC
CRD#: 305115 / SEC#: 801-117477
Contact information
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,610 |
| AUM (Assets Under Management) | $ 2,528,530,625 |
Red Flags
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