Robert Cope (CRD# 6651051) is an Investment Advisor Representative working at Cope Private Wealth in Birmingham, AL and has over 6 years of experience in the finance industry. Robert Cope 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# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cope Private Wealth | Birmingham, AL | Nov 2020 - Current | 3 |
| Private Client Services | Birmingham, AL | Jan 2020 - Nov 2020 | < 1 |
| Rfg Advisory, Llc Dba Cope Private Wealth | Birmingham, AL | Jan 2020 - Nov 2020 | < 1 |
| Willis Johnson & Associates | Houston, TX | Mar 2019 - Jan 2020 | < 1 |
| Willis Johnson & Associates | Houston, TX | May 2017 - Mar 2019 | 1 |
| Fsc Securities Corp | Atlanta, GA | May 2017 - Jan 2018 | < 1 |
| The University Of Alabama | Tuscaloosa, AL | Aug 2013 - May 2017 | 3 |
| Delta Kappa Epsilon International Fraternity | Tuscaloosa, AL | Jan 2016 - Dec 2016 | < 1 |
| Prospera Financial | Dallas, TX | Jun 2016 - Aug 2016 | < 1 |
| The Booth | Tuscaloosa, AL | Jul 2015 - May 2016 | < 1 |
| Hero Housing | Greensboro, AL | May 2015 - Aug 2015 | < 1 |
| Two Men And A Truck | Birmingham, AL | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- AL
-
Total Assets Under Management60MILLIONS
-
Total Number of Accounts231ACCOUNTS
-
Average Account Value$259,740
- 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
AL, TX
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