Michelle Cooper-McnallyCRD Number: 3157037
Current Firm: Infinex Investments, Inc.
Michelle Cooper-Mcnally (CRD# 3157037) is an Investment Advisor Representative working at Infinex Investments, Inc. in Orland Park, IL and has over 18 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
Forum Financial Management, LP
|Infinex Investments, Inc.||Joilet, IL||Feb 2012 - Current||4|
|Standard Bank & Trust||Joilet, IL||Feb 2012 - Current||4|
|Mutual Of Omaha||Mokena, IL||Dec 2011 - Jan 2012||< 1|
|Mutual Of Omaha Investor Services, Inc.||Omaha, NE||Dec 2011 - Jan 2012||< 1|
|Unemployed||New Lenox, IL||Dec 2009 - Dec 2011||2|
|Various Insurance Carriers For W & R Insurance Agencies||New Lenox, IL||Jun 2008 - Dec 2009||1|
|Waddell & Reed, Inc.||Orland Park, IL||Jun 2008 - Dec 2009||1|
|Waddell & Reed, Inc.||Orland Park, IL||Jul 2004 - Dec 2009||5|
|Various Insurance Carriers||New Lenox, IL||Jul 2004 - Dec 2009||5|
|Unemployed||New Lenox, IL||Dec 2006 - Jun 2008||1|
|Waddell & Reed Inc.||Orland Park, IL||Jul 2004 - Dec 2006||2|
|Various Insurance Carriers For W & R Insurance Carriers||New Lenox, IL||Jul 2004 - Dec 2006||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S65||NASAA Investment Advisors Law Examination||Mar 1999|
Total Assets Under Management580MILLIONS
Total Number of Accounts2,901ACCOUNTS
Average Account Value$199,891
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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