Gene CoppaCRD Number: 5975624
Current Firm: Transamerica Financial Advisors, Inc.
Gene Coppa (CRD# 5975624) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Westlake Village, CA and has over 4 years of experience in the finance industry.
Fried Asset Management, Inc.
Felicitas Investors LLC
|Tovi Realty, Inc.||Westlake Village, CA||Dec 2016 - Current||1|
|Transamerica Financial Advisors, Inc.||Westlake Village, CA||Jun 2014 - Current||4|
|Jma Properties, Inc.||San Francisco, CA||Jul 2012 - Current||5|
|World Financial Group, Inc.||Westlake Village, CA||May 2011 - Current||7|
|Law Offices Of Gene A Coppa, Inc.||Thousand Oaks, CA||Oct 2010 - Current||7|
|The Financial Firm, Inc.||Thousand Oaks, CA||Feb 2007 - Current||11|
|Transamerica Financial Advisors, Inc.||Westlake Village, CA||Jan 2012 - Nov 2012||< 1|
|World Group Securities, Inc.||Westlake Village, CA||Jun 2011 - Jan 2012||< 1|
|Ballard Spahr Andrews Ingersoll, LLP||Century City, CA||Sep 2007 - Oct 2010||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2014|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
Total Assets Under Management969MILLIONS
Total Number of Accounts14,750ACCOUNTS
Average Account Value$65,719
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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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