Cory Benton Cook
Investment adviser representative at Cox & Cook Wealth Advisors
19 yearsExperience
2 statesRegistered in
$119.5MFirm assets
Under 1 yearFirm in business
Are you Cory Benton 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- Purshe Kaplan Sterling InvestmentsJan 2015 to now
- Cox & Cook Wealth AdvisorsJul 2007 to now
- Cox Financial Group, Inc.Jul 2007 to now
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (FL, OH).
Cox & Cook Wealth Advisors
Legal name: Cox Financial Group Inc
$119.5MAssets managed
223Clients
2Advisers
Under 1 yearIn 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
- 5410665
- Firm CRD
- 173691