Billie Carl Cook
Investment adviser representative at Financial Focus LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$800MFirm 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
11 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Financial Focus LLCOct 2023 to now
- Billie Cook, Sole ProprietorOct 2023 to now
- Santa Fe Christian AcademyNov 2021 to now
- Cook Wealth ManagementAug 2020 to now
- Securities America, Inc.Oct 2023 to Jun 2024
- Terramar WealthFeb 2020 to Oct 2023
- Sagepoint Financial GroupAug 2015 to Oct 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Financial Focus LLC
$800MAssets managed
584Clients
5Advisers
8 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
- 6016363
- Firm CRD
- 282177