Cooper Mcmanus

Cooper Mcmanus (CRD# 111458) is a financial advisory firm headquartered in Irvine, CA. They manage $1,575,058,662 in 4,577 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,575
    MILLION
  • Total Number of Accounts
    4,577
    ACCOUNTS
  • Average Account Value
    $344,125
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, AR, 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 41 - 48 of 48 top financial advisors.
41
Joshua D. Wakefield
CRD#: 5990218
9870 Research Drive, Irvine, CA 92618

Joshua Wakefield (CRD# 5990218) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 11 years of experience in the finance industry.

42
Jason G. Werner
CRD#: 5254812
9870 Research Drive, Irvine, CA 92618

Jason Werner (CRD# 5254812) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 17 years of experience in the finance industry.

43
Lawrence D. Wimsatt
CRD#: 2603825
444 W Ocean Blvd Ste 910, Long Beach, CA 90802

Lawrence Wimsatt (CRD# 2603825) is an Investment Advisor Representative working at Cooper Mcmanus in Long Beach, CA and has over 28 years of experience in the finance industry.

44
Jennifer Yeh
CRD#: 5823866
101 Metro Drive, Suite 650, San Jose, CA 95110

Jennifer Yeh (CRD# 5823866) is an Investment Advisor Representative working at Cooper Mcmanus in San Jose, CA and has over 13 years of experience in the finance industry.

45
Kimberly Overby
CRD#: 7494413
9870 Research Drive, Irvine, CA 92618

Kimberly Overby (CRD# 7494413) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has 1 year of experience in the finance industry.

46
Joel Staples
CRD#: 6620626
9870 Research Drive, Irvine, CA 92618

Joel Staples (CRD# 6620626) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 7 years of experience in the finance industry.

47
Devonney L. Thurman
CRD#: 6801792
1255 Treat Blvd, Suite 300, Walnut Creek, CA 94597

Devonney Thurman (CRD# 6801792) is an Investment Advisor Representative working at Cooper Mcmanus in Walnut Creek, CA and has 1 year of experience in the finance industry.

48
Aron G. Wong
CRD#: 7200240
9870 Research Drive, Irvine, CA 92618

Aron Wong (CRD# 7200240) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 3 years of experience in the finance industry.

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