Cory Cook
Advisor at Equity Services, inc.
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Equity Services, inc.
Location
Roanoke, VA 24018
Credentials
Series 65
Industry experience
3 years
About
Cory Cook is a Series 65-licensed financial advisor with Equity Services, Inc., bringing three years of industry experience. His prior roles include positions at Knights of Columbus Asset Advisors LLC, Knights of Columbus Insurance, and National Life Group. Outside of his advisory work, Cook volunteers with the nonprofit organization Trail Life USA Troop VA-0313. Equity Services, Inc. serves a diverse client base, including individuals, corporations, trusts, and charitable organizations, offering financial planning, consulting, and asset management. The firm utilizes a range of proprietary and third-party platforms to deliver investment management tailored to client profiles, combining advisory services with broker-dealer product distribution.
Client services
Based on Equity Services, inc.
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Equity Services, inc.
Options & derivatives strategies
Retirement plans for business owners (SEP, solo 401k)
Passive / index investing
Long-term care insurance
Fee options
Financial planning fixed fees up to $1,200 in advance; fees for financial plans and consulting services negotiable
$1 - $1,000,000: 1.00% annually (0.25% quarterly) $1,000,001 - $2,500,000: 0.75% annually (0.1875% quarterly) $2,500,001 - $4,999,999: 0.60% annually (0.15% quarterly) $5,000,000 - $10,000,000: 0.50% annually (0.125% quarterly) $10,000,001+: 0.35% annually (0.0875% quarterly)
Commission-based compensation available through affiliated broker-dealer activities and product sales
Hourly charges reported but no specific hourly rates disclosed in brochure
Account minimum: $10,000 to $750,000 depending on the advisory program Fee-only: Financial planning/consulting fees negotiable, generally not exceeding $15,000; financial planning fixed fees up to $1,200 in advance; consulting fees up to $1,200 in advance, no advance fees > $1,200 unless agreed
Location
4401 Starkey Roa D, Po Drawer 21209
Roanoke, VA 24018
Most active in
Cory C has reported serving >5 clients in these states in the last 12 months.
Virginia
Work history
Equity Services Inc
2024 - Present (2 years)
National Life Group
2024 - Present (2 years)
Knights of Columbus Asset Advisors LLC
2022 - 2024 (2 years)
Knights of Columbus Insurance
2022 - 2024 (2 years)
Peraton
2012 - 2021 (9 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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