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).

By the Numbers
  • Total Assets Under Management
    1,297
    MILLION
  • Total Number of Accounts
    4,523
    ACCOUNTS
  • Average Account Value
    $286,713
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Cooper Mcmanus
Showing 1 - 10 of 47 top financial advisors.
1
Courtland B. Alex
CRD#: 2285309
9870 Research Drive, Irvine, CA 92618

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.

2
Shannon M. Beahan
CRD#: 5201080
9870 Research Drive, Irvine, CA 92618

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.

3
Gale Rose R. Bergado
CRD#: 6684451
9870 Research Drive, Irvine, CA 92618

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.

4
Bryan E. Brumley
CRD#: 5623056
9870 Research Drive, Irvine, CA 92618

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.

5
Christina L. Bush
CRD#: 2535786
29122 Rancho Viejo Road, Suite 108, San Juan Capistrano, CA 92672

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.

6
Victor G. Cheng
CRD#: 2810528
9870 Research Drive, Irvine, CA 92618

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.

7
Tonya L. Collier
CRD#: 4210991
9870 Research Drive, Irvine, CA 92618

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.

8
Arthur Y. Cooper
CRD#: 1850883
9870 Research Drive, Irvine, CA 92618

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.

9
Christopher D. Cox
CRD#: 4368367
9870 Research Drive, Irvine, CA 92618

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.

10
Hillary T. Cross
CRD#: 5458636
2002 South Glenburnie Road, Ste 4d, New Bern, NC 28562

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.

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