Martel CooperCRD Number: 857289
Current Firm: Annadel Capital
Martel Cooper (CRD# 857289) is an Investment Advisor Representative working at Annadel Capital in San Rafael, CA and has over 40 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Defined Financial Planning, LLC||Alameda, CA||Jul 2022 - Current||< 1|
|Defined Financial Planning LLC||Alameda, CA||Jun 2022 - Current||< 1|
|Annadel Capital, Inc.||Santa Rosa, CA||Jul 2004 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1982|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management74MILLIONS
Total Number of Accounts48ACCOUNTS
Average Account Value$1,543,654
- 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
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