Kenneth Cooper, financial advisor Austin TX
93 score

Kenneth Cooper

CRD Number: 3102358
Current Firm: Legacy One Financial Advisors, LLC

Kenneth Cooper (CRD# 3102358) is an Investment Advisor Representative working at Legacy One Financial Advisors, LLC in Austin, TX and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Carr Riggs & Ingram, LLC Austin, TX Jun 2010 - Current 7
Commonwealth Financial Network San Diego, CA Jun 2016 - Jun 2017 1
Lpl Financial, LLC Austin, TX Aug 2001 - Jun 2016 14
Cooper Graci & Co Cpa`s Austin, TX May 1981 - May 2010 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Jan 2018
Contact Info for Kenneth D. Cooper
Phone Number: 512-342-0202
Firm Website: http://www.legacy1fa.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    517
    MILLIONS
  • Total Number of Accounts
    1,665
    ACCOUNTS
  • Average Account Value
    $310,309
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AR, CA, FL, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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