Lauren Cooper, financial advisor Centerburg OH
88 score

Lauren Cooper

CRD Number: 6399973
Current Firm: Corecap Advisors

Lauren Cooper (CRD# 6399973) is an Investment Advisor Representative working at Corecap Advisors in Centerburg, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Corecap Advisors, Inc. Centerberg, OH Sep 2014 - Current 2
Cooper, Adel & Associaties, Lpa Centerberg, OH Aug 2014 - Current 2
Unemployed Springboro, OH May 2014 - Jul 2014 < 1
Full-time Student Springboro, OH Sep 2013 - May 2014 < 1
Cooper, Adel & Associates Lpa Centerberg, OH May 2013 - Aug 2013 < 1
Full-time Student Springboro, OH Aug 2012 - May 2013 < 1
Cooper Adel & Associates Lpa Monroe, OH May 2012 - Aug 2012 < 1
Full-time Student Springboro, OH Aug 2011 - May 2012 < 1
The Thom. L Cooper Lpa Nka Cooper Adel & Assoc Lpa Lebanon, OH Jun 2008 - Aug 2011 3
Alma College Alma, MI Apr 2008 - Jun 2008 < 1
Alma College Alma, MI Jan 2008 - Apr 2008 < 1
Alma College Alma, MI Sep 2004 - Jan 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2014
Contact Info for Lauren C. Cooper
Phone Number: 888-296-3360
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    400
    MILLIONS
  • Total Number of Accounts
    1,600
    ACCOUNTS
  • Average Account Value
    $250,000
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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