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Corbin L. Cook

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CRD#: 5022483
CC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Corbin Lee Cook MR., who also goes by Corbin Lee Cook, was a registered financial professional .

Corbin is a previously registered financial professional and started their career in finance in 2005. Corbin had worked at 4 firms and has passed the Series 66, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Corbin Lee 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.
Retirement Resources Partners, LLC; Investment related; 1 Glenlake Pkwy. Ste. 700 Atlanta, GA 30328; Insurance; Owner since 06/2011;Approximately 8 hours per month; Sell insurance products and services. The ForumCore, LLC; Investment related; 1155 Mount Vernon Hwy NE #800, Atlanta, GA 30338; INSURANCE; SINCE 07/2016;Approximately 48 hours per month; Sell of insurance products and services. Business Name: SMB Strategy Consultants, LLC Business investment-related: No Address: 1 Glenlake Pkwy. Ste. 700 Atlanta, GA 30328 Nature of the other business: Business management consultant Your position, title, or relationship: President/Owner Start date: 1/2017 Approximate 50 hours a month Description of duties: Provide consultation to small business owners regarding improvements in efficiency, cash flow, and overall strategic value building.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

August 2, 2016 - December 31, 2023

FORUMCORE ADVISORY, LLC

RIA
CRD#: 175238
ATLANTA, GA
Past

July 21, 2011 - March 22, 2012

LIGHTHOUSE FINANCIAL PARTNERS, LLC

RIA
CRD#: 142816
ATLANTA, GA
Past

September 8, 2010 - June 15, 2015

RMT PLANNING, LLC

RIA
CRD#: 153951
ATLANTA, GA
Past

May 28, 2008 - September 3, 2010

LIGHTHOUSE FINANCIAL PARTNERS, LLC

RIA
CRD#: 142816
ATLANTA, GA
Past

May 4, 2007 - April 28, 2008

EDWARD JONES

RIA
CRD#: 250
ALPHARETTA, GA
Past

October 27, 2005 - April 28, 2008

EDWARD JONES

BD
CRD#: 250
ALPHARETTA, GA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/24/2007
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


FA
FORUMCORE ADVISORY, LLC
FORUMCORE ADVISORY | MILLENNIALCORE | FORUMCORE ADVISORY, LLC

CRD#: 175238 / SEC#:

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Contact information


Main Address
5555 Glenridge Connector Suite 200, Atlanta, GA 30338
Mailing Address
Phone number
(770) 284-1871
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts53
AUM (Assets Under Management)$ 7,065,486

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.

Company Information


FORUMCORE ADVISORY, LLC

CRD#: 175238

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