Michelle Cooper-Mcnally, financial advisor Minooka IL
93 score

Michelle Cooper-Mcnally

CRD Number: 3157037
Current Firm: Lpl Financial LLC

Michelle Cooper-Mcnally (CRD# 3157037) is an Investment Advisor Representative working at Lpl Financial LLC in Minooka, IL and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Oralnd Park, IL Feb 2017 - Current 1
First Midwest Bank Orland Park, IL Feb 2017 - Current 1
Standard Bank & Trust (accquired By First Midwest Bank) Joilet, IL Feb 2012 - Feb 2017 5
Infinex Investments, Inc. Joilet, IL Feb 2012 - Feb 2017 5
Mutual Of Omaha Mokena, IL Dec 2011 - Jan 2012 < 1
Mutual Of Omaha Investor Services, Inc. Omaha, NE Dec 2011 - Jan 2012 < 1
Unemployed New Lenox, IL Dec 2009 - Dec 2011 2
Various Insurance Carriers For W & R Insurance Agencies New Lenox, IL Jun 2008 - Dec 2009 1
Waddell & Reed, Inc. Orland Park, IL Jun 2008 - Dec 2009 1
Waddell & Reed, Inc. Orland Park, IL Jul 2004 - Dec 2009 5
Various Insurance Carriers New Lenox, IL Jul 2004 - Dec 2009 5
Unemployed New Lenox, IL Dec 2006 - Jun 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination Mar 1999
Contact Info for Michelle L. Cooper-Mcnally
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    117,248
    MILLIONS
  • Total Number of Accounts
    551,780
    ACCOUNTS
  • Average Account Value
    $212,490
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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

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