Waverly Advisors
47yrs
Top advisor by experience in Birmingham
29yrs
Conrad Cook is a fiduciary financial advisor in Birmingham, Alabama, with 29 years in the industry. Conrad joined LPL Financial in 2021, after five years at Level Four Advisory Services and two years at Morgan Stanley DW. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1247 advisors with offices in Birmingham, and one of 1090 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 18% by experience nationwide
Office246 Inverness Center Drive, Birmingham, AL 35242
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowLPL Financial LLCCurrent firm
- 2017 – 2021Level Four Advisory ServicesPreviously
- 2002 – 2005Morgan Stanley DW Inc.Previously
Contact Conrad
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Conrad. 246 Inverness Center DriveBirmingham, AL 35242Office · Get directions Facebook pageLPL Financial
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Questions to ask Conrad
Tailored to Conrad’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Conrad
How do I contact Conrad?
Call LPL Financial at (704) 733-3300 and ask for Conrad Cook. Conrad works from the Birmingham, AL office.
How long has Conrad been a financial advisor?
Conrad has been in the industry since 1997, about 29 years. Top 18% by experience nationwide.
What licenses does Conrad hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Conrad a fiduciary?
Conrad is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Conrad paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Conrad for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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