David Cooley (CRD# 3214745) is an Investment Advisor Representative working at Covered Bridge Financial LLC in Califon, NJ and has over 24 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 4132890
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1863193
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Insurance Agent | Pottersville, NJ | May 2010 - Current | 13 |
| Covered Bridge Financial LLC | Pottersville, NJ | Sep 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1999 |
- NJ
-
Total Assets Under Management33MILLIONS
-
Total Number of Accounts104ACCOUNTS
-
Average Account Value$321,225
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
NJ
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