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# 1568084
Three Bell Capital LLC
Score
108
CRD# 4512665
Blossom Wealth Management, LLC
Score
108
CRD# 2040384
Jurika, Mills & Keifer, 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 |
| Blackrock | London, | Nov 2000 - Mar 2007 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2014 |
- CA
- NM
- TX
-
Total Assets Under Management65,442MILLIONS
-
Total Number of Accounts57,982ACCOUNTS
-
Average Account Value$1,128,654
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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
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