Joseph CooleyCRD Number: 1881027
Current Firm: Ameriprise Financial Services, Inc.
Joseph Cooley (CRD# 1881027) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Greenwood, SC and has over 29 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Wells Fargo Advisors, LLC
|Ameriprise Financial Services Inc.||Atlanta, GA||Jun 2000 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1988|
|S65||NASAA Investment Advisors Law Examination||Jun 1999|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV