William Joseph Cooper

Investment Adviser Representative at ACCURATE WEALTH MANAGEMENT, LLC

Tampa, FLCRD #1601957Dual-registered

No disclosures on record

Sourced from SEC IAPD & FINRA BrokerCheck

Years of Experience

38 yrs

States Registered

1 states

Exams Passed

Registrations & licenses

Registration type

Dual-registered

Registered in 1 states

Florida

Examinations passed

Series 63

Uniform Securities Agent State Law Examination

Passed 9/28/2006

Series 65

Uniform Investment Adviser Law Examination

Passed 8/22/2002

SIE

Securities Industry Essentials Examination

Passed 10/1/2018

Series 7

General Securities Representative Examination

Passed 6/15/2017

Series 6

Investment Company Products/Variable Contracts Representative Examination

Passed 11/24/1986

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model

Assets Under Management (AUM)

Source

ACCURATE WEALTH Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

AAG CAPITAL, INCCurrent

8/25/2023 – Tampa, FL

LPL FINANCIAL LLC

9/2/2014 – 3/2/2015WINTER PARK, FL

LINCOLN INVESTMENT

7/6/2020 – 9/9/2021FORT WASHINGTON, PA

PRINCIPAL SECURITIES, INC.

6/19/2018 – 7/9/2020Tampa, FL

MORGAN STANLEY

6/15/2017 – 6/19/2018PALM HARBOR, FL

METLIFE SECURITIES INC.

5/1/1998 – 9/12/2014TAMPA, FL

METROPOLITAN LIFE INSURANCE COMPANY

5/1/1998 – 7/9/2007NEW YORK, NY

COASTAL EQUITIES, INC.

4/18/2016 – 1/3/2017Lakeland, FL

VOYA FINANCIAL ADVISORS, INC.

3/12/2015 – 4/20/2016LUTZ, FL

SECURITY FIRST FINANCIAL, INC.

2/14/1990 – 1/5/1999NEWPORT BEACH, CA

BMA FINANCIAL SERVICES, INC.

11/15/1989 – 11/5/1992KANSAS CITY, MO

FIDELITY BROKERAGE SERVICES LLC

10/7/2021 – 7/13/2023MERRIMACK, NH

TAYLOR CAPITAL MANAGEMENT INC.

1/9/2017 – 5/15/2017Lakeland, FL

PAMCO SECURITIES AND INSURANCE SERVICES

1/8/1987 – 9/6/1988

Official records & sources

FINRA BrokerCheck record

Official broker registration & regulatory record

SEC IAPD record

SEC investment adviser registration record

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. William Joseph Cooper has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.