Unclaimed Profile

Robert James Cook

DREAM CAPITAL ADVISORS, LLC·LINCOLNSHIRE, Illinois

Series 3, Series 65Clean record19 years registeredDREAM CAPITAL ADVISORS, LLC

250 PARKWAY DRIVE, LINCOLNSHIRE, IL 60069CRD# 2861780Firm CRD# 142788

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert James Cook · LINCOLNSHIRE, IL

Registration

CRD #2861780 · DREAM CAPITAL ADVISORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

DREAM CAPITAL ADVISORS, LLC

Jan 2007 – present

SECURUS INVESTMENT MANAGEMENT, LLC

Mar 2010 – Jan 2012

LAGRANGE, IL

SECURUS INVESTMENT MANAGEMENT, LLC

Oct 2006 – Dec 2006

LAGRANGE, IL

Registrations & Exams

FINRA examinations passed

Series 3

Series 65

Registration record

First registered · October 23, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DREAM CAPITAL ADVISORS, LLC

CRD 142788 · SEC 801-79378

AUM

$553M

Regulatory assets under management

Employees

109 client accounts

Services offered by DREAM CAPITAL ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at DREAM CAPITAL ADVISORS, LLC →

Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LINCOLNSHIRE?

Browse all registered financial advisors in LINCOLNSHIRE, Illinois or claim this profile if it's yours.

Browse LINCOLNSHIRE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Robert James Cook offer?

Robert James Cook specializes in Investment Management, Fee-Only Advisory. Contact their office in LINCOLNSHIRE, Illinois for a consultation.

What are Robert James Cook's credentials?

Robert James Cook is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert James Cook located?

Robert James Cook is based in LINCOLNSHIRE, Illinois, working with DREAM CAPITAL ADVISORS, LLC. Their office serves clients in the LINCOLNSHIRE metropolitan area and surrounding communities.

How does Robert James Cook charge for services?

Robert James Cook's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DREAM CAPITAL ADVISORS, LLC?

DREAM CAPITAL ADVISORS, LLC has approximately 2 employees and manages $553M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →