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Corbin Lee Cook Mr.

CRD# 5022483·Registered 2005 - 2023
Previously Registered: Being a previously registered professional could mean that Corbin 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.

Professional Summary

Corbin Lee Cook MR., who also goes by Corbin Lee Cook, was a registered financial advisor. Corbin was a previously registered financial professional and started their career in finance 2005 - 2023. Corbin had worked at 4 firms and has passed the Series 66, Series 63 and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Corbin Lee Cook

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

21 years in the financial services industry

Current & Past Employments

FORUMCORE ADVISORY, LLC·CRD# 175238
RIA
Atlanta, GA
August 2, 2016 - December 31, 2023
LIGHTHOUSE FINANCIAL PARTNERS, LLC·CRD# 142816
RIA
Atlanta, GA
July 21, 2011 - March 22, 2012
RMT PLANNING, LLC·CRD# 153951
RIA
Atlanta, GA
September 8, 2010 - June 15, 2015
LIGHTHOUSE FINANCIAL PARTNERS, LLC·CRD# 142816
RIA
Atlanta, GA
May 28, 2008 - September 3, 2010
EDWARD JONES·CRD# 250
RIA
Alpharetta, GA
May 4, 2007 - April 28, 2008
EDWARD JONES·CRD# 250
BD
Alpharetta, GA
October 27, 2005 - April 28, 2008

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Current Firm

FA
FORUMCORE ADVISORY, LLC

FORUMCORE ADVISORY | MILLENNIALCORE | FORUMCORE ADVISORY, LLC

CRD#: 175238

Contact Information

Main Address

5555 Glenridge Connector Suite 200, Atlanta, GA 30338

Phone Number

(770) 284-1871

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

53

AUM (Assets Under Management)

$7,065,486

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Apr 2007About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2005About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Oct 2005About the Series 7 exam

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CRS (Client Relationship Summary)

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

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