Charles
Cooke
Allegiance Financial Group
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About this Advisor
Charles Cooke is a financial advisor based in Wilmington, North Carolina, working with Allegiance Financial Group. Charles has previously held positions at The Strategic Financial Alliance, Inc, Acorn Financial Advisory Services, Inc, Allegiance Financial Group Advisory Services LLC, Cooke Capital Inc, Cooke Capital Inc Dba For Acorn Financial Advisory Services, and Woodbury Financial Services. Charles has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Charles is part of Allegiance Financial Group, which operates out of Wilmington, North Carolina. The firm has 2 offices and 10 employees. The firm manages assets totaling $418.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Allegiance Financial Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Allegiance Financial Group Brokerage Details
$418,754,604
10
1,273
$328,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Charles Cooke Work History
Allegiance Financial Group Advisory Services LLC
The Strategic Financial Alliance, Inc
Cooke Capital Inc
Acorn Financial Advisory Services, Inc
Woodbury Financial Services
Cooke Capital Inc Dba For Acorn Financial Advisory Services
Disclosures
Please visit the SEC profile of Charles Cooke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Allegiance Financial Group
Wilmington, NC
Wilmington, NC
Vienna, VA
Vienna, VA
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