James Cook

Experience

1. Financial Advisor

   Raymond James

   Aug 2011 — Present

   As an professional advisor, I can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life. My approach to investing is straightforward: I focus on becoming your partner in building the future you desire. As we work together, I\'ll thoroughly explain the investment strategies I recommend, so that you\'ll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on helping achieve the results you want. My mission is to help my clients achieve financial independence through professional advice, sound risk management, suitable investment products, and personal, efficient service.Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.

Education

• SMU Cox School of Business

  BBA

  2001 — 2005

Skills

• Financial Analysis
• Investment Strategies
• Alternative Investments
• Private Equity
• Series 7
• Construction Loans
• Iras
• Cash Management
• Securities
• Fixed Income
• Business Development
• Wealth Management
• Asset Allocation
• Mutual Funds
• Investments
• Insurance
• Morningstar
• Thompson One
• 401k
• Retirement Planning
• Investment Advisory
• Retirement
• Equities
• Portfolio Management
• Asset Management