Lorann Cook
Advisor at Edward Jones
Updated today
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.
Location
Walterboro, SC 29488
Credentials
Series 66
Industry experience
6 years
About
Lorann Cook is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2020. Prior to her current role, she worked in various positions including at Ulta Beauty and small event and catering businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum of financial needs. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and offers diverse investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement plans for business owners (SEP, solo 401k)
Charitable giving & philanthropy
Planning for children with special needs
Multi-generational wealth transfer
Wealth management
Fee options
$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.
Location
304 S Jefferies Blvd
Walterboro, SC 29488
Most active in
Lorann C has reported serving >5 clients in these states in the last 12 months.
South Carolina · Texas
Work history
Edward Jones
2020 - Present (6 years)
Ulta Beauty
2019 - 2020 (1 year)
A Divine Event
2019 - 2019 (1 year)
Apple Spice Box Lunch & Catering
2019 - 2019 (1 year)
Apple Spice Box Lunch & Catering
2018 - 2019 (1 year)
Unemployed
2018 - 2018 (1 year)
LuLaRoe
2016 - 2017 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Thomas M
Series 63, Series 66
Walterboro, SC
Eagle Strategies (NY Life)
Thomas Mccarty is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 66 licenses. He has 21 years of industry experience and has worked with Eagle Strategies since 2022. He also operates Williamson McCarty and Associates, LLC, through which he sells New York Life products and brokers non-registered insurance products. Additionally, Mccarty serves as a board member of the Charleston Athletic Fund, which supports scholarships for student-athletes at the College of Charleston. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and leverages third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.
James William N
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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