Michelle Cooper-Mcnally, financial advisor Orland Park IL
93 score

Michelle Cooper-Mcnally

CRD 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 17 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Michelle L. Cooper-Mcnally
Phone Number: 203-599-6000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    580
    MILLIONS
  • Total Number of Accounts
    2,901
    ACCOUNTS
  • Average Account Value
    $199,891
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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