Cooney Financial Advisors Inc.
Cooney Financial Advisors Inc. (CRD# 123075) is a financial advisory firm headquartered in Marlton, NJ. They manage $20,745,908 in 38 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management21MILLION
Total Number of Accounts38ACCOUNTS
Average Account Value$545,945
- 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
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Thomas Cooney (CRD# 1403051) is an Investment Advisor Representative working at Cooney Financial Advisors Inc. in Marlton, NJ and has over 31 years of experience in the finance industry. Thomas Cooney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Sean Cooney (CRD# 5529233) is an Investment Advisor Representative working at Cooney Financial Advisors Inc. in Marlton, NJ and has over 2 years of experience in the finance industry.