Kevin Allen Cook

Employer firm

Victory Financial CRD 324943

$1.34B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2011 → 09/2022
  Ubs Financial Services Inc.
  Lafayette, LA
• 09/2022 → 08/2026
  Morgan Stanley Smith Barney Llc
  Lafayette, LA
• 11/2022 → 08/2026
  Morgan Stanley Private Bank, N.A
  New York, NY
• 08/2026 → Present
  Victory Financial
  Austin , TX

Previous Registrations

• 2011-11-17 → 2022-09-30
  Ubs Financial Services Inc.
  Lafayette, LA
• 2007-01-12 → 2011-11-18
  Edward Jones
  Broussard, LA

Other Businesses

SMT Focus LLC – Member — 02/2013 1003 Le Triomphe Pkwy, Broussard LA 70518 SMT Perspective LLC – Member — 02/2013 1003 Le Triomphe Pkwy, Broussard LA 70518 Kevin Cook LLC – Member — 02/2007 1003 Le Triomphe Pkwy, Broussard LA 70518 TKSM Holdings LLC – Member — 03/2013 1003 Le Triomphe Pkwy, Broussard LA 70518 Ragin Hoops LLC – (TKSM Holdings 100% Member) — 03/2022 112 Guernsey Lane, Youngsville, LA 70592 CLK Properties LLC – (33% owned by Kevin Cook LLC) — 10/2015 2727 Kaliste Saloom, Lafayette LA 70508 Bayou Tiger Land Acquisition LLC – (100% owned by CLK Properties LLC)2727 Kaliste Saloom, Lafayette LA 70508 Our Saviors Church – Board Member — 05/2001 Pearl Congregational Church of Barnes Creek – Board Member Allied Development Inc – Director — 01/1/2016 Allied Discount Tire & Brakes Inc – Director — 1/2016 Louisiana Pacific Land and Water Conservancy – Board Member — 1/2016 Star Pine Management Inc – Director — 1/2016 Cloud Nine LLC – Director — 1/2016 Great Western Investments – Director — 1/2016

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-01-14