INTERNAL WHOLESALER FOR RON RODRIGUEZ
Brad Cooke has over 8 years of wealth management experience. He started out as a junior financial planner in Frisco, TX before transitioning into distribution with Highland Capital in Dallas, TX. He was responsible for selling the firms alternative investment lineup as well as mutual funds and ETFs. In his most recent role, he helped raise over $150 mm in equity capital for Sealy industrial Partners.
He graduated with a bachelor’s degree from Southeastern Oklahoma State and splits his time between Colorado and Dallas. He will be assisting Ron Rodriguez and is looking forward to helping advisors grow their AUMs and offering diversification in their portfolios.
Brad holds a FINRA Series 7,66