Anthon CooleyCRD Number: 6313209
Current Firm: Transamerica Financial Advisors, Inc.
Anthon Cooley (CRD# 6313209) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Plano, TX and has over 3 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Uber, Inc.||San Francisco, CA||Apr 2016 - Current||1|
|Piano Teacher||San Antonio, TX||Dec 2015 - Current||1|
|Blue Cross Blue Shield||Richardson, TX||Dec 2015 - Current||1|
|Transamerica Financial Advisors, Inc.||Plano, TX||Mar 2014 - Current||3|
|World Financial Group, Inc.||Plano, TX||Sep 2013 - Current||4|
|Melaleuca||Idaho Falls, ID||Apr 1991 - Current||26|
|Unemployed||San Antonio, TX||Mar 2013 - Sep 2013||< 1|
|Wells Fargo Bank, N.a.||San Francisco, CA||Dec 2009 - Mar 2013||3|
|Unemployed||San Antonio, TX||Oct 2009 - Nov 2009||< 1|
|Wachovia Bank, N.a.||San Francisco, CA||Nov 2006 - Sep 2009||2|
|Broadway National Bank||San Antonio, TX||Feb 2000 - Nov 2006||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2014|
|S65||NASAA Investment Advisors Law Examination||Sep 2014|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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