Gregory Cooley, financial advisor San Clemente CA

Gregory Cooley

CRD Number: 2876905
Current Firm: Ignite Planners LLC

Gregory Cooley (CRD# 2876905) is an Investment Advisor Representative working at Ignite Planners LLC in San Clemente, CA and has over 26 years of experience in the finance industry. Gregory Cooley 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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Professional Designations
Company Name Location Dates Years
Stonex Securities Inc. Corinth, MS Aug 2018 - Current 5
Ignite Planners, Inc. Corinth, MO Nov 2017 - Current 6
Cetera Advisor Networks LLC El Segundo, CA Nov 2017 - Aug 2018 < 1
Cooley And Labas Financial Advisors El Segundo, CA Jan 2006 - Nov 2017 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1997
Contact Info for Gregory H. Cooley
Phone Number: 619-504-1907
Registered State(s):
  • CA
  • MS
By the Numbers
  • Total Assets Under Management
    716
    MILLIONS
  • Total Number of Accounts
    3,503
    ACCOUNTS
  • Average Account Value
    $204,332
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, FL, GA, HI, ID, IL, KY, LA, MI, MO, MS, MT, NC, NV, OH, OK, OR, SC, TN, TX, UT, VA, WA, WI, WY

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