Jimmy C.
9/29/2015
Brian Cooke has been one of my trusted advisers for many years. I asked him take over the management of my business' 401K plan and under his watchful eye it has grown many times over. He keeps his...
Brian Cooke - LPL Financial
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1500 41st Ave Ste 244
Capitola, CA 95010
LPL Financial, nestled in Capitola, CA, operates as an autonomous broker-dealer, boasting a diverse selection of investment options, advisory support, and holistic wealth management strategies. Specializing in collaborating with financial advisors, institutions, and registered investment advisors (RIAs), this establishment equips professionals with the tools and technological infrastructure crucial for dispensing tailored financial advice.
By extending assistance in compliance monitoring, practice enhancement, and cutting-edge technology solutions, LPL Financial endeavors to embolden advisors in cultivating meaningful client relationships. At the heart of their mission lies a dedication to optimizing the efficiency, precision, and autonomy of financial advisors amid the intricate financial services arena, positioning them as a vital ally in navigating the ever-evolving landscape of wealth management.
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Reviews
5.03 reviewsBeachgirl B.
11/17/2017
Brian is the best in the west. Highly ethical, helpful and knows how to really manage money. Always with a smile and good old fashioned service, you will wonder why you haven't worked with him yet!
Michael B.
11/11/2013
I have worked with Brian's office for over 6 years now and have also referred several of my clients to them over that same time frame. My own experience as well as my clients has been very...
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