Charles R Cooke, CFP

Overview

Charles R Cooke is an insurance agent, a registered representative and an investment adviser representative based in Goldsboro, NC, with 26 years in the industry.

Years in the industry

26

States registered

13

Carrier appointments

4

Exams passed

4

Contact

2 business emails and 3 phone numbers on file

Registrations and licenses

• Registered in 13 states

• Producer
• Series 63
• Series 65
• Series 7
• SIE

3 lines of authority, with every state and its dates

Firms

• The Strategic Financial Alliance, Inc.Current firm
• Allegiance Financial GroupCurrent firm

Employment history since 2000

Carriers

4 active carrier appointments

Book and practice

Firm assets under management on file