Loren Terry Cook
Investment adviser representative at Geneva Partners, LLC
10 yearsExperience
1 stateRegistered in
$423.6MFirm assets
10 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Geneva Partners, LLCJun 2016 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (IL).
Geneva Partners, LLC
$423.6MAssets managed
565Clients
9Advisers
10 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
- 4483937
- Firm CRD
- 130768