Richard Andrew Cook
Investment adviser representative at Level Wealth Management LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$236.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Level Wealth Management LLCJul 2023 to now
- Cambridge Investment Research Advisors, Inc.Sep 2018 to Jul 2023
- Cambridge Investment Research, Inc.Jan 2017 to Jul 2023
- Providence Financial Resources, Inc.Nov 2016 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (NC).
Level Wealth Management LLC
$236.5MAssets managed
94Clients
3Advisers
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
- 6348762
- Firm CRD
- 301381