Von D. Cook II is an Accredited Investment FiduciaryⓇ, Registered Principal and Investment Advisor Representative for individuals, entrepreneurs and business owners, helping them accrue and manage their wealth. With twenty years of experience in the Securities industry, Von specializes in active asset management and comprehensive financial planning. He is driven by the belief that every client deserves premiere investment performance and services without high account minimums and exorbitant fees. Through working with hundreds of financial advisors, Von knows firsthand how critical the role of an OSJ Manager is to the success of breakaway financial advisors. He is committed to affording them the supervisory resources necessary to ensure they are operating within regulations, while affording them the independence to successfully build and manage their own brands.
Von launched his career as an Investment Advisor Representative with Morgan Stanley in the early 2000’s before transitioning to ING Financial Partners as an OSJ Manager. Over the next decade, Von’s commitment to his clients’ best interests, combined with his depth of experience in OSJ Management, led him to launch Client Centric Advisors in 2018 under Cambridge Investment Research. As a member of Cambridge’s Compliance & Supervisions Advisory Council and a Cambridge Premiere Club top producer, Von frequently appears on leadership panels to present his experience, advice, and best practices.
Von holds FINRA Certifications including General Securities Representative (Series 7), General Securities Principal (Series 24), Uniform Combined State Law (Series 66), Future Managed Funds (Series 31), and State Insurance Licenses. As a member of Florida Vistage, Von collaborates and advises other leading CEOs and business owners to achieve next-level results for their companies, clients, and themselves.
Von holds a Bachelor of Science in Information Systems with a minor in Business from Florida State University.