Gene Coppa, financial advisor Thousand Oaks CA

Gene Coppa

CRD Number: 5975624
Current Firm: Transamerica Financial Advisors, Inc.

Gene Coppa (CRD# 5975624) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Thousand Oaks, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
C2 Financial Corp Newbury Park, CA Jun 2020 - Current 3
Transamerica Financial Advisors, Inc. Agoura Hills, CA Jun 2014 - Current 9
World Financial Group, Inc. Agoura Hills, CA May 2011 - Current 12
Coppa Law Group Thousand Oaks, CA Oct 2010 - Current 13
The Financial Firm, Inc. Thousand Oaks, CA Feb 2007 - Current 17
Jma Properties, Inc. San Francisco, CA Jul 2012 - Aug 2023 11
Finance Of America Sba Skyline Home Loan Westlake Village, CA Jul 2018 - Apr 2020 1
American Family Life Assurance Company (aflac) Los Angeles, CA Jul 2018 - Jul 2019 1
Mortgage Capital Partners Beverly Hills, CA Aug 2017 - Jul 2018 < 1
Tovi Realty, Inc. Westlake Village, CA Dec 2016 - Mar 2017 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2014
S65 NASAA Investment Advisors Law Examination Aug 2014
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Gene Coppa
Phone Number: 727-299-1800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,815
    MILLIONS
  • Total Number of Accounts
    59,659
    ACCOUNTS
  • Average Account Value
    $30,430
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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