AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RC

Richard E. Cooke

Some features on this profile are disabled
CRD#: 53260
RC

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.

Richard Edward Cooke, who also goes by Dick Cooke, Richard E Cooke, Richard Edward Cooke Mr., was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1973. Richard had worked at 8 firms and has passed the Series 63 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dick Cooke | Richard E Cooke | Richard Edward Cooke Mr.

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.
The advisor shows no other business activity.

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

January 4, 2011 - February 1, 2013

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
BOISE, ID
Past

March 26, 2010 - December 31, 2010

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

RIA
CRD#: 124446
BOSIE, ID
Past

March 26, 2010 - December 31, 2010

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
BOISE, ID
Past

August 11, 2009 - March 30, 2010

GUNNALLEN FINANCIAL, INC

RIA
CRD#: 17609
BOISE, ID
Past

August 3, 2009 - March 30, 2010

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
BOISE, ID
Past

January 1, 2001 - April 20, 2007

FINANCIAL PLANNING STRATEGIES, INC.

RIA
CRD#: 121415
BOISE, ID
Past

October 15, 1990 - November 15, 1990

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

March 25, 1987 - August 3, 2009

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
BOISE, ID
Past

February 2, 1979 - October 15, 1986

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
Past

July 26, 1973 - January 6, 1982

MONY SECURITIES CORPORATION

BD
CRD#: 4386
Past

July 26, 1973 - October 15, 1990

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

BD
CRD#: 2873
NEW YORK, NY

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
Series 63
Date: 10/20/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 7/20/1973
Registered Representative Examination

Current Firm


JT
J.P. TURNER & COMPANY, L.L.C.
J.P. TURNER & COMPANY | J.P. TURNER & COMPANY, L.L.C.

CRD#: 43177 / SEC#: , 8-50156

BD
Terminated by SEC on 04/04/2016
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Georgia since 04/11/1997
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BRAVES AQUISITION LLCMEMBER
SHELSON, MARK PAULCORPORATE TREASURER1819252
WOLL, EDWARD BARNETTCHIEF COMPLIANCE OFFICER1096606

Disclosures


Regulatory Event30
Arbitration12

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


J.P. TURNER & COMPANY, L.L.C.

CRD#: 43177

TRUST BUT VERIFY

Monitor Richard Cooke

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics