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Joshua C
Series 63, Series 65
Vernal, UT
Cook Financial, LLC
Joshua Cook is the sole advisor at Cook Financial, LLC, an independent registered investment adviser based in Vernal, Utah. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, including prior roles at LPL Financial LLC and Cetera Advisor Networks LLC. In addition to his advisory work, he has operated as an independent insurance agent since 2011, focusing on life insurance, fixed annuities, disability, and Medicare plans. Cook Financial, LLC manages approximately $3.4 million across about 21 client relationships, providing discretionary portfolio management and financial planning services. The firm serves individuals, high-net-worth clients, trusts, estates, and business owners, employing customized investment programs with the use of third-party sub-advisors and a combination of fundamental and technical analysis.
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