Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
6 years
Location
Walterboro, SC 29488
Edward Jones
Institution
Lorann Cook is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2020. Prior to her current role, she worked at Ulta Beauty and was involved with small business ventures in event planning and catering. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates nationally with over 23,000 financial advisors and manages approximately $1.01 trillion in assets.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Walterboro, SC
304 S Jefferies Blvd
Walterboro SC 29488
Advisors at this office
2
South Carolina · Texas
6 years of industry experience
Edward Jones
2020 - Present • 6 years
St Louis, MO
Ulta Beauty
2019 - 2020 • 1 year
Newnan, GA
A Divine Event
2019 - 2019 • 1 year
Atlanta, GA
Apple Spice Box Lunch & Catering
2019 - 2019 • 1 year
Charleston, SC
Apple Spice Box Lunch & Catering
2018 - 2019 • 1 year
Charleston, SC
Unemployed
2018 - 2018 • 1 year
Charleston, SC
LuLaRoe
2016 - 2017 • 1 year
Charleston, SC
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Walterboro, SC
Eagle Strategies (NY Life)
Thomas Mccarty is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including roles at NYLife Securities and New York Life since 2004, and has also been involved with Waterline Wealth, LLC and Williamson McCarty and Associates, LLC. He serves as a board member of the Charleston Athletic Fund, which supports scholarships for student-athletes at the College of Charleston. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad client base including individuals, defined contribution and defined benefit plans, charitable, and corporate clients. The firm emphasizes tailored advice and delivers solutions through various program types, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.
CFP®, Series 63, Series 66
Walterboro, SC
Edward Jones
James William Nolte is a CFP® certificant with over 23 years of industry experience, all of which have been with Edward Jones since 2002. He is based in Walterboro, SC. Outside of his advisory work, Nolte is involved in a musical performance group as a co-band leader. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.
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