Extremely poorly managed.\r Principals are not well educated in finance.\r This is a real "seat of the pants" operation.\r Walk away.....no, RUN!
Ms. Cook is a Registered Securities and Financial Principal with FINRA (Series 7, 24, 27 & 79) and qualifies as an RIA with the State of California. Ms. Cook also holds a Real Estate license and Life Insurance license with the State of…
Pros: Extensive Experience Cons: None
The corporate controller, senior Vice President, Loretta Cook, is not a degreed accountant. she has no college degree at all!
Pros: innovative idea Cons: poorly managed
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