Catherine Cooper, financial advisor Sarasota FL

Catherine Cooper

CRD Number: 1324447
Current Firm: Azure Financial Advisors LLC

Catherine Cooper (CRD# 1324447) is an Investment Advisor Representative working at Azure Financial Advisors LLC in Sarasota, FL and has over 15 years of experience in the finance industry. Catherine 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.

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Advice And Planning Services
Professional Designations
Company Name Location Dates Years
Azure Financial Advisors LLC Sarasota, FL Sep 2016 - Current 7
Azure Financial Advisors LLC Glencoe, IL Sep 2008 - Sep 2016 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2008
Contact Info for Catherine J. Cooper
Phone Number: (847) 476-9501
Registered State(s):
  • FL
Current Firm Details
Azure Financial Advisors LLC
Firm's CRD Number: 149611
By the Numbers
  • Total Assets Under Management
    14
    MILLIONS
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $641,739
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
Types of Clients
Registered States

FL

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