Ian Cole (CRD# 5181826) is an Investment Advisor Representative working at Copper Financial in New York, NY and has over 10 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Copper Financial Network LLC | Lenexa, KS | Feb 2019 - Current | 5 |
Unfcu Advisors LLC | New York, NY | Jan 2019 - Sep 2022 | 3 |
United Nations Federal Credit Union | Long Island City, NY | Jan 2019 - Feb 2022 | 3 |
Personal Capital Advisors | Hawthorne, NY | Feb 2017 - Jan 2019 | 1 |
Hsbc Bank Usa, N.a. | New York, NY | Aug 2016 - Feb 2017 | < 1 |
Hsbc Securities (usa) Inc. | New York, NY | May 2014 - Aug 2016 | 2 |
The New East India Company, LLC | New York, NY | May 2013 - May 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2014 |
S63 | Uniform Securities State Law Examination | Apr 2019 |
- NY
- TX
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Total Assets Under Management306MILLIONS
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Total Number of Accounts2,791ACCOUNTS
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Average Account Value$109,799
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AR, AZ, CA, CO, CT, FL, GA, IA, IL, KS, LA, MA, MD, MN, MO, NC, NE, NJ, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA
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