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Christopher George Cook

Investment adviser representative at Mccarley & Cook Financial Planners
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$169.1MFirm 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 assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Mccarley & Cook Financial PlannersAug 2017 to now
  2. Commonwealth Financial NetworkJan 2017 to Sep 2020
  3. Horan Securities, Inc.Jun 2007 to Jan 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2010
  • Series 65 · Uniform Investment Adviser Law2010

State registrations

Registered as an investment adviser representative in 2 states (OH, TX).

Mccarley & Cook Financial Planners

Legal name: Mccarley & Cook LLC

$169.1MAssets managed
169Clients
2Advisers
4 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
5714816
Firm CRD
310087
Advisor's SEC record (opens in a new tab)
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