James CooperCRD Number: 5195223
Current Firm: Packerland Brokerage Services, Inc.
James Cooper (CRD# 5195223) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 10 years of experience in the finance industry.
Mcglone Suttner Wealth Management, Inc.
Lpl Financial LLC
Advisors Management Group Inc.
|Packerland Brokerage Services||Green Bay, WI||Aug 2019 - Current||3|
|Country Financial||Gainesville, GA||Aug 2012 - Jul 2019||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2012|
Total Assets Under Management741MILLIONS
Total Number of Accounts3,978ACCOUNTS
Average Account Value$186,204
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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