Terry Cooper, financial advisor Cumming GA

Terry Cooper

CRD Number: 5561215
Current Firm: Concourse Financial Group Advisors

Terry Cooper (CRD# 5561215) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Cumming, GA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
(dba) The Milner Group Inc. Lawrenceville, GA Apr 2009 - Current 14
Concourse Financial Group Securities Inc. Cumming, GA Jul 2008 - Current 15
(dba) Legacy Financial Partners LLC Cumming, GA Apr 2009 - Dec 2019 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Terry D. Cooper
Phone Number: 800-288-3035
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    4,021
    MILLIONS
  • Total Number of Accounts
    21,163
    ACCOUNTS
  • Average Account Value
    $189,980
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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