Michael Cooper (CRD# 6040630) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Edison, NJ and has over 12 years of experience in the finance industry. Michael Cooper has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Invesment Services, LLC | Teaneck, NJ | Oct 2023 - Current | < 1 |
| Kestra Advisory Services, LLC | Teaneck, NJ | Oct 2023 - Current | < 1 |
| Hornor Townsend & Kent Inc. | Horsham, PA | Nov 2015 - Oct 2023 | 7 |
| Penn Mutual Life Insurance Co | Horsham, PA | Nov 2015 - Oct 2023 | 7 |
| Ernst & Young LLP | Secaucus, NJ | Mar 2012 - Nov 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2012 |
| S63 | Uniform Securities State Law Examination | Dec 2015 |
- NJ
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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