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.
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 1343922
Virtue Capital Management, LLC
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 |
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- CA
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Total Assets Under Management1,815MILLIONS
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Total Number of Accounts59,659ACCOUNTS
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Average Account Value$30,430
- A percentage of assets under your management
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- Portfolio management for businesses (other than small businesses) or institutional clients
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- Educational seminars/workshops
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