BARRON’S | TOP ADVISOR (2024)

Terry Cook was ranked #8 in Washington State on Barron’s annual Top 1,200 Financial Advisor in America list, issued in March 2024. The award is for the year 2024 and is based on research methodology.

Terry Cook, CFP®, CIMA® was ranked #8 in Washington for Barron’s annual Top 1200 Financial Advisor in America ranking, issued on March 11, 2024 by Barron’s. The award was announced in 2024 and is based on data as of 09/29/2023. Barron’s annual Top 1200 Financial Advisors in America ranking was developed by Barron’s. The rankings calculations have three major components: assets under management, revenue, and quality of practice. The financial results used in the calculations are as of 09/29/2023. Advisors who wish to be ranked fill out a 102-question survey about their practice. Barron’s verifies that data with the advisors’ firms and with regulatory databases and then Barron’s applies their ranking formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories Barron’s does multiple sub calculations. For more information, please see These Are America’s Top 1200 Advisors. Parcion Private Wealth paid no compensation directly or indirectly in connection with obtaining or using the third-party rating.