Lisa Cooper (CRD# 2407967) is an Investment Advisor Representative working at Figure 8 Investment Strategies LLC in Boise, ID and has over 29 years of experience in the finance industry. Lisa Cooper has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
CRD# 5263358
Libra Wealth LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mofi | Boise, ID | Mar 2019 - Current | 5 |
| Figure 8 Investment Strategies LLC | Boise, ID | Jan 2016 - Current | 8 |
| Global Talent Idaho | Boise, ID | May 2014 - Dec 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1994 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1994 |
- ID
- TX
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Total Assets Under Management166MILLIONS
-
Total Number of Accounts400ACCOUNTS
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Average Account Value$416,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Educational seminars/workshops
CA, ID, NY, OR, PA, TX, WA
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