BRIAN COOKE - Key Persons
Brian has been with LPL Financial since 2009 and brings over 30 years of financial services experience to his current role as a LPL Financial Advisor. Prior to joining LPL, Brian was a Financial Advisor with UBS in Hyannis, MA. Before becoming a Financial Advisor, Brian was an Executive Vice President in the Retirement Services Division at Fidelity Investments. In this role, he was responsible for the corporate 401(k) and Defined Benefits Division. Brian chose to work in the financial services industry as a way to pursue his interests in financial and retirement planning, and investments. His philosophy is simple; he works to develop long-term relationships with the individuals, families and small businesses that he serves and helps them design a comprehensive financial plan to assist them in pursuing their goals. Brian believes that ongoing service is critical to ensuring a satisfied client. He primarily focuses on wealth accumulation, retirement planning, risk management and wealth preservation through proper estate planning and investment.
Brian graduated from Plymouth University in NH, where he earned a B. S. in accounting. He then went to to earn his M. B. A. in finance from Northeastern University in Boston. He holds Series 7, 24, 63, 66 securities registrations with LPL Financial in CA, CO, CT, DC, FL, ID, IN, LA, MA, MD, ME, MI, MO, NH, NY, OH, OR, TX, UT, VA, VT, WA along with Insurance Licenses in FL, IL, LA, MA, MO, NH, TX.
Brian is a former board member for both the Boys and Girls Club of Metrowest and the Boys and Girls Club of Cape Cod. He was also founder, past president and board member of the Northborough/Southborough Youth Lacrosse Association. He enjoys family, golf, boating, gardening and the beach. Brian lives in both Mashpee, MA and Naples, FL with his wife, Christine. They have three children; Elise, Caroline and Brian.