Cooper Lapman Financial, LLC
Cooper Lapman Financial, LLC (CRD# 149971) is a financial advisory firm headquartered in Boston, MA. They manage $341,364,764 in 316 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management341MILLION
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Total Number of Accounts316ACCOUNTS
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Average Account Value$1,080,268
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

MA, NE, NH, NY
Miriam Cooper (CRD# 2255386) is an Investment Advisor Representative working at Cooper Lapman Financial, LLC in Boston, MA and has over 29 years of experience in the finance industry.
Mark Lapman (CRD# 2246840) is an Investment Advisor Representative working at Cooper Lapman Financial, LLC in Boston, MA and has 1 year of experience in the finance industry.
Lauren Ledger (CRD# 6659087) is an Investment Advisor Representative working at Cooper Lapman Financial, LLC in Boston, MA and has over 5 years of experience in the finance industry. Lauren Ledger 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.
David Tremblay (CRD# 6515926) is an Investment Advisor Representative working at Cooper Lapman Financial, LLC in Boston, MA and has over 5 years of experience in the finance industry. David Tremblay 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.