Andrew Cooper (CRD# 6362101) is an Investment Advisor Representative working at Fisher Investments in San Mateo, CA and has over 3 years of experience in the finance industry.
CRD# 2481766
Skyoak Wealth Management, Inc.
Score
93
CRD# 4512665
Blossom Wealth Management, LLC
Score
108
CRD# 5793035
Parker Investment Management, LLC
Score
107
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Unemployed | London, | Jan 2014 - Jun 2014 | < 1 |
| Citigroup | London, | Jul 2010 - Dec 2013 | 3 |
| Bny Mellon | London, | Apr 2009 - Jun 2010 | 1 |
| Citigroup | London, | Apr 2007 - Jan 2009 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2014 |
- AL
- AK
- RI
- PA
- CA
-
Total Assets Under Management71,790MILLIONS
-
Total Number of Accounts65,848ACCOUNTS
-
Average Account Value$1,090,233
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
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, WY
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