Carson Bradrick Cooke
Investment adviser representative at Everhart Advisors
25 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.5BFirm 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
- Seminars and workshops
Experience
25 years in the industry.
- Everhart AdvisorsJan 2020 to now
- JP MorganMay 2019 to Aug 2019
- StudentAug 2001 to Dec 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Everhart Advisors
Legal name: Everhart Financial Group Inc
$2.5BAssets managed
2,912Clients
36Advisers
30 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
- 7217043
- Firm CRD
- 107091