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AVERY CHAPMAN COOK
CRD#: 2987773
IA
B
ORION PORTFOLIO SOLUTIONS, LLCCRD#: 107975 1055 Westlakes Drive
Suite 250
Berwyn, PA 19312
Suite 250
Berwyn, PA 19312
BRINKER CAPITAL SECURITIES, LLCCRD#: 38123 1055 WESTLAKES DRIVE
SUITE 250
BERWYN, PA 19312
SUITE 250
BERWYN, PA 19312
0
Disclosures
26
Years of Experience
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State Registrations
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Alabama 10/21/2021
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Nebraska 4/11/2018
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Alaska 10/21/2021
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Nebraska 1/24/2023
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Arizona 4/11/2018
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Nevada 4/11/2018
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Arkansas 4/11/2018
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New Hampshire 4/11/2018
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California 4/11/2018
B
New Jersey 10/21/2021
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Colorado 4/11/2018
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New Mexico 4/11/2018
B
Connecticut 4/11/2018
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New York 4/11/2018
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Delaware 10/21/2021
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North Carolina 10/21/2021
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District of Columbia 10/21/2021
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North Dakota 4/11/2018
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Florida 10/21/2021
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Ohio 10/21/2021
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Georgia 10/21/2021
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Oklahoma 4/11/2018
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Hawaii 4/11/2018
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Oregon 10/21/2021
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Idaho 4/11/2018
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Pennsylvania 11/6/2000
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Illinois 4/11/2018
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Puerto Rico 10/21/2021
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Indiana 10/21/2021
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Rhode Island 4/11/2018
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Iowa 4/11/2018
B
South Carolina 10/21/2021
B
Kansas 4/11/2018
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South Dakota 4/11/2018
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Kentucky 10/21/2021
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Tennessee 10/21/2021
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Louisiana 4/11/2018
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Texas 4/11/2018
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Maine 4/11/2018
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Utah 4/11/2018
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Maryland 10/21/2021
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Vermont 4/11/2018
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Massachusetts 4/11/2018
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Virgin Islands 10/21/2021
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Michigan 10/21/2021
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Virginia 10/21/2021
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Minnesota 4/11/2018
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Washington 10/21/2021
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Mississippi 10/21/2021
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West Virginia 10/21/2021
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Missouri 4/11/2018
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Wisconsin 4/11/2018
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Montana 4/11/2018
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Wyoming 4/11/2018
SRO Registrations
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View Exams Passed by the individual in the detailed report
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Registered with this firm since 1/24/2023
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Registered with this firm since 9/14/1999
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 01/10/2022 - 01/06/2023 | Berwyn, PA | |
IA | 10/16/2020 - 12/31/2021 | BERWYN, PA | |
IA | 05/10/2006 - 10/16/2020 | BERWYN, PA | |
B | 02/04/1998 - 09/09/1998 | MALVERN, PA |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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