Cooper Mcmanus
Cooper Mcmanus (CRD# 111458) is a financial advisory firm headquartered in Irvine, CA. They manage $1,296,801,066 in 4,523 accounts and serve the financial needs of clients across 26 states (or territories).
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Total Assets Under Management1,297MILLION
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Total Number of Accounts4,523ACCOUNTS
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Average Account Value$286,713
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AZ, CA, CO, FL, GA, HI, ID, IL, LA, MA, MD, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
Courtland Alex (CRD# 2285309) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 30 years of experience in the finance industry.
Shannon Beahan (CRD# 5201080) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 14 years of experience in the finance industry. Shannon Beahan 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.
Gale Rose Bergado (CRD# 6684451) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 7 years of experience in the finance industry.
Bryan Brumley (CRD# 5623056) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 15 years of experience in the finance industry. Bryan Brumley 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.
Christina Bush (CRD# 2535786) is an Investment Advisor Representative working at Cooper Mcmanus in San Juan Capistrano, CA and has over 29 years of experience in the finance industry.
Victor Cheng (CRD# 2810528) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 26 years of experience in the finance industry. Victor Cheng 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.
Tonya Collier (CRD# 4210991) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 23 years of experience in the finance industry. Tonya Collier 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.
Arthur Cooper (CRD# 1850883) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 35 years of experience in the finance industry. Arthur 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.
Christopher Cox (CRD# 4368367) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 22 years of experience in the finance industry.
Hillary Cross (CRD# 5458636) is an Investment Advisor Representative working at Cooper Mcmanus in New Bern, NC and has over 14 years of experience in the finance industry.