Carson M. Cook
Investment adviser representative at Raymond James & Associates, Inc.
13 yearsExperience
1 stateRegistered in
$501BFirm assets
51 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Raymond James & Associates, Inc.Jun 2025 to now
- LexisnexisJan 2020 to Jun 2025
- UnemployedOct 2019 to Dec 2019
- Marine Solutions, Inc.Aug 2018 to Sep 2019
- UnemployedMay 2018 to Jul 2018
- Jpm Distribution Srvcs, Inc.Nov 2017 to Apr 2018
- UnemployedSep 2017 to Oct 2017
- UgnAug 2017 to Sep 2017
- StaffmarkJun 2017 to Aug 2017
- Northwestern MutualMay 2016 to Apr 2017
- Miami UniversitySep 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 6635817
- Firm CRD
- 705