Joshua Cook
Advisor at Cook Financial, LLC
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.
Advisor at Cook Financial, LLC
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.
Location
Vernal, UT 84078
Credentials
Series 63, Series 65
Industry experience
22 years
Joshua Cook is the sole advisor at Cook Financial, LLC, an independent registered investment adviser based in Vernal, Utah. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, including prior roles at LPL Financial LLC and Cetera Advisor Networks LLC. In addition to his advisory work, he has operated as an independent insurance agent since 2011, focusing on life insurance, fixed annuities, disability, and Medicare plans. Cook Financial, LLC manages approximately $3.4 million across about 21 client relationships, providing discretionary portfolio management and financial planning services. The firm serves individuals, high-net-worth clients, trusts, estates, and business owners, employing customized investment programs with the use of third-party sub-advisors and a combination of fundamental and technical analysis.
Based on Cook Financial, LLC
Based on Cook Financial, LLC
1.50% annually
$125 per hour
617 N Vernal Ave, East Suite
Vernal, UT 84078
Utah
Cook Financial, LLC
2023 - Present (3 years)
LPL Financial
2016 - 2023 (7 years)
Independent Insurance Agent
2011 - Present (15 years)
Cetera Advisor Networks LLC
2007 - 2016 (9 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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