Cooper Peters, financial advisor Centennial CO
93 score

Cooper Peters

CRD Number: 4431839
Current Firm: Lincoln Investment

Cooper Peters (CRD# 4431839) is an Investment Advisor Representative working at Lincoln Investment in Centennial, CO and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Centennial, CO Jan 2017 - Current 1
Legend Equities Corporation Palm Beach Gardens, FL Apr 2011 - Current 7
Raymond James Financial Services Advisors, Inc. Saint Petersburg, FL Jan 2009 - Apr 2011 2
Raymond James Financial Services Highlands Ranch, CO Nov 2008 - Apr 2011 2
Axa Advisors LLC Denver, CO Jul 2005 - Nov 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
S66 NASAA Uniform Combined State Law Examination Mar 2005
Contact Info for Cooper G. Peters
Phone Number: 215-887-8111
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    6,294
    MILLIONS
  • Total Number of Accounts
    109,798
    ACCOUNTS
  • Average Account Value
    $57,320
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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