Kevin Lee Cook
Investment adviser representative at LPL Financial LLC
24 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
- Seminars and workshops
Experience
24 years in the industry.
- LPL Financial LLCMay 2025 to now
- Truliant Federal Credit UnionJul 2019 to now
- Cuso Financial Sevices, L.P.Jul 2019 to May 2025
- Cuna Brokerage Services, Inc.Jan 2006 to Jul 2019
- Truliant Federal Credit UnionSep 2002 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2000
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (NC).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 4074998
- Firm CRD
- 6413