Nations Financial Group
46yrs
Top advisor by experience at Nations Financial Group
23yrs
Wayne Cook has worked in the financial industry for 23 years and is a fiduciary financial advisor based in Estero, Florida. After 14 years at Invest Financial, Wayne joined LPL Financial in 2018, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 79 advisors with offices in Estero, and one of 73 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 68% of advisors in Florida
OfficeEstero, FL
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 ?1 state
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.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowLPL Financial LLCCurrent firm
- 2003 – 2018Invest Financial CorporationPreviously
Contact Wayne
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Wayne. Estero, FLOffice · Get directions Facebook pageLPL FinancialIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Wayne
Tailored to Wayne’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Wayne
How do I contact Wayne?
Call LPL Financial at (704) 733-3300 and ask for Wayne Cook. Wayne works from the Estero, FL office.
How long has Wayne been a financial advisor?
Wayne has been in the industry since 2003, about 23 years. More experience than 68% of advisors in Florida.
What licenses does Wayne hold?
Series 66. Tap any license on this page to see what it allows.
Is Wayne a fiduciary?
Wayne is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Wayne paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Wayne 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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