Cory Benton Cook
Professional Summary
Cory Benton Cook is a registered financial advisor currently at COX & COOK WEALTH ADVISORS located in Dublin, Ohio and PURSHE KAPLAN STERLING INVESTMENTS located in Dublin, Ohio. Cory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Cory has worked at 4 firms and has passed the Series 66, Series 99TO, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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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
15 years in the financial services industry
Current & Past Employments
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Current Firm
COX & COOK WEALTH ADVISORS | COX, JAMES D | COX FINANCIAL GROUP INC > COX & COOK WEALTH ADVISORS DBA | COX FINANCIAL GROUP INC
Contact Information
Main Address
53 North High Street Suite A1, Dublin, OH 43017Phone Number
(614) 764-2366# of Employees
4SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
563AUM (Assets Under Management)
$119,548,123Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
COX & COOK WEALTH ADVISORS | COX, JAMES D | COX FINANCIAL GROUP INC > COX & COOK WEALTH ADVISORS DBA | COX FINANCIAL GROUP INC
State Registrations and Notice Filings
(1/6/2015)
(4/8/2015)
(6/2/2023)
(1/5/2015)
(1/6/2015)
(1/6/2015)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Cory Benton Cook's CRS (Customer Relationship Summary).
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