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  2. Raleigh, NC
Harold Cooley, financial advisor Raleigh NC

Harold Cooley

CRD Number: 1076913
Current Firm: Csenge Advisory Group, LLC

Harold Cooley (CRD# 1076913) is an Investment Advisor Representative working at Csenge Advisory Group, LLC in Raleigh, NC and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Lion Street Financial Raleigh, NC Jan 2020 - Current 4
Csenge Advisory Group, LLC Raleigh, NC Jan 2020 - Current 4
Investment Planning & Management Raleigh, NC Jul 1999 - Current 24
Navitas Wealth Advisors Raleigh, NC Jun 1992 - Current 31
Fsc Securities Corporation Ria Atlanta, NC Jan 2005 - Jan 2020 15
Fsc Securities Corporation Raleigh, NC Jun 1992 - Jan 2020 27
Fsc Agency Atlanta, GA Jun 1992 - Jan 2020 27
Fsc Securities Corporation Ria Atlanta, GA Jun 1992 - Jan 2020 27
Fsc Agency Atlanta, GA Jun 1992 - Jan 2020 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1983
S66 NASAA Uniform Combined State Law Examination Feb 2005
Contact Info for Harold D. Cooley
By the Numbers
  • Total Assets Under Management
    2,265
    MILLIONS
  • Total Number of Accounts
    13,504
    ACCOUNTS
  • Average Account Value
    $167,732
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

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