Molly Cooper (CRD# 6181705) is an Investment Advisor Representative working at Higgins & Schmidt Wealth Strategies LLC in Denver, CO and has over 10 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial, LLC | Broomfield, CO | May 2017 - Current | 6 |
Hd Wealth Strategies, LLC | Broomfield, CO | Jan 2017 - Current | 7 |
Raymond James Financial Services | Boulder, CO | Jun 2014 - Dec 2016 | 2 |
Raymond James Financial Services Advisors Inc. | Boulder, CO | Jun 2014 - Dec 2016 | 2 |
Higgins & Deyoung Wealth Strategies | Broomfield, CO | Jun 2014 - Dec 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2013 |
- CO
-
Total Assets Under Management185MILLIONS
-
Total Number of Accounts805ACCOUNTS
-
Average Account Value$229,619
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CO, IL, NH, TX
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