Nancy Cooper, financial advisor Berkeley CA

Nancy Cooper

CRD Number: 2411995
Current Firm: Topel & Distasi Wealth Management, LLC

Nancy Cooper (CRD# 2411995) is an Investment Advisor Representative working at Topel & Distasi Wealth Management, LLC in Berkeley, CA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Topel & Distasi Wealth Management, LLC Berkeley, CA Jan 2019 - Current 5
Deyoe Wealth Management, Inc. Berkeley, CA Jan 2011 - Jan 2019 8
Lpl Financial Llc (f/k/a Linsco/ Private Ledger Corporation) Berkeley, CA Oct 2007 - Mar 2018 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1995
S65 NASAA Investment Advisors Law Examination Apr 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Nancy W. Cooper
Phone Number: 510-898-1270
Firm Website: http://www.td-wm.com/
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    286
    MILLIONS
  • Total Number of Accounts
    596
    ACCOUNTS
  • Average Account Value
    $480,421
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

CA, LA, NH, TX

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