Adrienne Cooper, financial advisor Cardiff By The Sea CA

Adrienne Cooper

CRD Number: 2306107
Current Firm: Hamilton-bates Investment Research, Inc.

Adrienne Cooper (CRD# 2306107) is an Investment Advisor Representative working at Hamilton-bates Investment Research, Inc. in Cardiff By The Sea, CA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Hamilton-bates Investment Research, Inc. Cardiff, CA Jan 2015 - Current 9
Proequities, Inc. Newport Baech, CA Feb 2000 - Dec 2014 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1994
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Adrienne E. Cooper
Phone Number: 610-355-1970
Firm Website: https://www.hbir.com/
Registered State(s):
  • CA
Current Firm Details
By the Numbers
  • Total Assets Under Management
    48
    MILLIONS
  • Total Number of Accounts
    535
    ACCOUNTS
  • Average Account Value
    $89,662
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, IL, PA, TX

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