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John Crook

Advisor at Prospera Financial Services, inc.

Updated today

Location

Macon, GA 31204

Credentials

Series 63, Series 65

Industry experience

30 years

About

John Crook is a financial advisor with Prospera Financial Services, Inc. in Macon, GA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Prospera since 2015. Outside of his advisory role, Crook serves on the board of the Georgia Industrial Children's Home Foundation and is involved in entrepreneurial activities, including a land clearing business and ownership of a real estate holdings company. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through about 207 advisors. The firm provides investment advisory and financial planning services via multiple platforms and combines firm models, third-party sub-advisers, and customizable allocations for portfolio management.

Client services

Based on Prospera Financial Services, inc.

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Prospera Financial Services, inc.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Prospera Financial Services, inc.

Founder/Business Owner Retired

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Fee options

Fixed

Flat fees may apply for financial planning services; specific amounts not disclosed in brochure.

Percentage

$0+: up to 2.15% annually (Schwab Models max fee) $0+: varies by program and sub-advisor; specific tiers not disclosed in brochure

Commissions

Commission charges apply for brokerage and insurance services offered separately via affiliated broker-dealer and insurance agency.

Project-based

Hourly fees may apply for financial planning consultations; specific amounts not disclosed in brochure.

Performance-based

Performance-based fees are reported in SEC Part 1; specific terms not detailed in brochure.

Other

Fee-only: Typically based on percentage of assets under management, wrap fees, or fixed fees for financial planning program.

Location

3821 Vineville Ave

Macon, GA 31204

Most active in

Georgia

Work history

Prospera Financial Services, inc.

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Macon, GA

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General retirement planning Wealth management
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Series 63, Series 65

Macon, GA

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Annuities
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Macon, GA

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Passive / index investing
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