Cooper Financial Services, Inc.
Cooper Financial Services, Inc. (CRD# 104671) is a financial advisory firm headquartered in Hamden, CT. They manage $133,739,733 in 1,158 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management134MILLION
Total Number of Accounts1,158ACCOUNTS
Average Account Value$115,492
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CT, FL, MA, NH, NJ, VT
Lawrence Cooper (CRD# 1336689) is an Investment Advisor Representative working at Cooper Financial Services, Inc. in Hamden, CT and has over 32 years of experience in the finance industry. Lawrence Cooper 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.
Floyd Ozeck (CRD# 4488484) is an Investment Advisor Representative working at Cooper Financial Services, Inc. in Hamden, CT and has over 16 years of experience in the finance industry.