Advisor at Factor Investment Solutions, LLC
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Firm
Factor Investment Solutions, LLC
Location
Tucson, AZ 85750
Credentials
Series 63, Series 65
Industry experience
21 years
David Cook is a financial advisor with Factor Investment Solutions, LLC in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Strategy Asset Managers, LLC and has been with Factor Investment Solutions since 2012. Outside of his advisory role, Cook is licensed as an independent insurance agent. Factor Investment Solutions serves individuals, trusts, estates, charitable organizations, corporations, and other business entities by recommending and referring clients to third-party investment advisers, assisting with onboarding and client communications. The firm does not manage assets directly but focuses on aligning client objectives with suitable third-party advisers through a referral-based model.
David W. Cook, Managing Director, is licensed as an independent insurance agent and earns commissions from selling insurance products. These commissions are in addition to advisory fees.
Account minimum: No minimum stated by Factor Investment Solutions; minimums may be required by third party advisers as per their own brochures. Fee-only: Factor Investment Solutions charges fees negotiated directly with the client, up to 1.00% of assets under management annually, paid quarterly in advance. This fee is separate from the third party adviser's advisory fees.
5271 N. Coronado Place
Tucson, AZ 85750
Arizona · New Jersey
Strategy Asset Managers, Llc
2016 - 2018 (2 years)
Factor Investment Solutions (Previously Jim Manley Associates)
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Hi there! I’m Scott, and I help young professionals build wealth wisely while still enjoying their life and their lattes. No, you do not need to give up your $7 coffee drink to be able to retire! In my work with clients, I help answer the following questions (and more): • How much do I need to save to be financially independent (ie, retired)? • Do I have the right investments? • How do I prioritize all the financial things I have going on? • What should I select for my 401K investments? • What do I need to do to create a proper Estate Plan? • Am I taking full advantage of my employee benefits? • Is there anything I can do to lower my taxes, now or in the future? • Will my family be okay if something terrible happens to me? • Is my emergency fund adequate? • Is my spending aligned with my goals? You can read more about my services here: https://forthrightfinances.com/wealth-builder/ One last, quick note: Unlike 99% of financial advisory firms, I do not have account minimums, nor do I charge so much that you need to have a 6 figure income to afford my fee. My services are intentionally designed so that anyone, regardless of their assets or income, can get honest, straightforward, and comprehensive financial advice. Even if you're starting with $0.
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