Kevin Allen Cook
Investment adviser representative at Victory Financial
15 yearsExperience
2 statesRegistered in
$1.3BFirm assets
3 yearsFirm in business
Are you Kevin Allen Cook? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Victory FinancialAug 2026 to now
- Morgan Stanley Private Bank, N.ANov 2022 to Aug 2026
- Morgan Stanley Smith Barney LLCSep 2022 to Aug 2026
- UBS Financial Services Inc.Nov 2011 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Victory Financial
Legal name: Victory Financial Group LLC
$1.3BAssets managed
3,003Clients
56Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3159487
- Firm CRD
- 324943