Kevin Cook started his career at Truliant Federal Credit Union in 2002 in the Burlington Member Financial Center. In 2006, after attaining his Financial Industry Regulatory Authority, Inc. (FINRA) securities licenses, Kevin joined Truliant Financial Advisors. Kevin uses his knowledge of both the credit union and investment services to help Truliant’s member-owners meet their personal financial objectives.
As a CFS financial advisor, Kevin provides Truliant members with professional planning assistance, suitable financial products and dependable service. He takes the time to understand the needs and objectives of credit union members and is able to help members implement comprehensive solutions that address a variety of needs, including long-term investing, investment management, retirement and income planning, life insurance and long-term care options.
Education and Experience
Kevin is a registered representative of CUSO Financial Services, Inc., a broker/dealer offering a wide range of securities products, and a member of FINRA and Securities Investor Protection Corporation (SIPC). Kevin is a licensed insurance agent and he also has life/health, variable contract, and long-term care/Medicare Supplement insurance certifications.