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Robert Cooke Sr.

Advisor at Broxton Capital Advisors

Updated today
Broxton Capital Advisors logo

Firm

Broxton Capital Advisors

Location

Memphis, TN

Credentials

Series 63, Series 65

Industry experience

25 years

About

Robert Cooke Sr. is a financial advisor with Broxton Capital Advisors and Hudson Cooper Asset Management, Inc., holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with Broxton Capital Advisors since 2010 and Hudson Cooper since 2011. Outside of his advisory roles, he is involved with Doozy Cards, LLC, a non-investment business. Broxton Capital Advisors serves individuals, corporations, trusts, independent managers, other advisors, and institutions, offering portfolio management through direct advisory and co-advisory arrangements. The firm employs a blend of fundamental and technical analysis combined with proprietary models across a range of asset classes and strategies, and is noted for its transparency in presenting composite performance results.

Client services

Based on Broxton Capital Advisors

Portfolio management

Expertise

Based on Broxton Capital Advisors

Active portfolio management Options & derivatives strategies Income planning Concentrated stock management

Fee options

Fixed

Consulting services offered on fixed fee basis; specific amounts not stated

Percentage

2% annually, subject to negotiation

Project-based

Consulting services offered on hourly or fixed fee basis; specific hourly rates not stated

Other

Account minimum: $100,000 minimum, though smaller accounts may be accepted at discretion

Location

Memphis, TN

Most active in

California

Work history

Hudson Cooper Asset Management, Inc.

2011 - Present (15 years)

Broxton Capital Advisors

2010 - Present (16 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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