Charles Richard Cooke
Investment adviser representative at Allegiance Financial Group
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$675MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Allegiance Financial GroupSep 2021 to now
- Allegiance Financial Group Advisory Services LLCSep 2021 to now
- The Strategic Financial Alliance, Inc.Oct 2015 to now
- Acorn Financial Advisory Services, Inc.Oct 2015 to Sep 2021
- Cooke Capital Inc.Nov 2007 to Jul 2022
- Cooke Capital Inc. dba for Acorn Financial Advisory ServicesNov 2007 to Sep 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (NC, VA).
Allegiance Financial Group
Legal name: Allegiance Financial Group Advisory Services LLC
$675MAssets managed
605Clients
7Advisers
5 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
- 4061199
- Firm CRD
- 313110