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Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
CD

Cooper Douglas Richmond

California·CRD #8206165
IA Rep

Investment Adviser Rep at SYNTHETICFI LLC

States
1
Exams
1
Since
2026
Est. fee
AUM / Flat Fee
View profile
CD

Cooper Downs White

Illinois·CRD #5915451
IA Rep

Investment Adviser Rep at WAVERLY ADVISORS, LLC

Experience
15 yrs
States
1
Exams
1
Since
2011
Fee
AUM / Hourly / Flat Fee / Performance-based
View profile
CE

Cooper Eric Czajka

New York·CRD #7769369
IA Rep

Investment Adviser Rep at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CG

Cooper Grady

California·CRD #6146255
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
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CG

Cooper Grant Sutton

Utah·CRD #7774513
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
2 yrs
States
1
Exams
4
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Cooper James Casillas

Texas·CRD #7222133
Dual-registered

Dual-registered at CANAL CAPITAL MANAGEMENT, LLC

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Flat Fee / Performance-based
View profile
CJ

Cooper James Parry

Utah·CRD #7771544
IA Rep

Investment Adviser Rep at ELEVATED CAPITAL ADVISORS, LLC

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$10k
View profile
CJ

Cooper Janssen

California·CRD #7759545
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Flat Fee
View profile
CJ

Cooper J Kaufman

Colorado·CRD #6932040
IA Rep

Investment Adviser Rep at INTEGRITY ADVISORY SOLUTIONS

Experience
6 yrs
States
4
Exams
2
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
CL

Cooper Lee Brown

North Carolina·CRD #7862089
Dual-registered

Dual-registered at OAKWORTH ASSET MANAGEMENT, LLC

States
1
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
CM

Cooper Michael Gross

Michigan·CRD #8125345
IA Rep

Investment Adviser Rep at EVERGREEN WEALTH MANAGEMENT, LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM
View profile
CM

Cooper Morgan Carden

N/A·CRD #6902893
Dual-registered

Dual-registered at KOVACK ADVISORS, INC.

Experience
6 yrs
Exams
5
Since
2020
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
CP

Cooper Pleva

New Jersey·CRD #7942506
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
CR

Cooper Randolph Woolson

Texas·CRD #6443789
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
CS

Cooper Simon

New Jersey·CRD #8153768
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
CS

Cooper Snowbarger

Colorado·CRD #8311162
IA Rep

Investment Adviser Rep at CONCURRENT INVESTMENT ADVISORS, LLC

States
1
Exams
2
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
CT

Cooper T Cerulo

Texas·CRD #6399773
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
12 yrs
States
1
Exams
4
Since
2014
Est. fee
AUM / Hourly / Flat Fee
View profile
CT

Cooper Thomas Drouillard

Michigan·CRD #7572327
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
CT

Cooper Thomas Williamson

Oklahoma·CRD #7648973
IA Rep

Investment Adviser Rep at OLISTICO WEALTH, LLC

Experience
4 yrs
States
2
Exams
2
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
CM

Corabelle Marie Guevara

Nevada·CRD #6333892
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
12 yrs
States
1
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee
View profile
CD

Cora Danielle Dawson

Indiana·CRD #7057294
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
6 yrs
States
1
Exams
3
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CI

Coral Ismeyri Peguero Baez

New Jersey·CRD #7036986
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
7 yrs
States
3
Exams
5
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
CA

Coralyth Ann Adams

N/A·CRD #2625151
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
14 yrs
Exams
3
Est. fee
AUM / Commission / Flat Fee
View profile
CS

Cora Siu Chan Chan

Texas·CRD #2603677
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
30 yrs
States
2
Exams
5
Since
1996
Est. fee
AUM / Commission / Flat Fee
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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