Nathan Cooper (CRD# 6067024) is an Investment Advisor Representative working at Infinex Investments, Inc. in Whitehall, OH and has over 4 years of experience in the finance industry.
CRD# 4716667
Rebel Financial, LLC
Score
107
CRD# 5173809
Ameriprise Financial Services, Inc.
Score
103
CRD# 1317149
Pds Planning Inc.
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Commonwealth Bank | Lewis Center, OH | Mar 2017 - Current | 1 |
| Infinex Investments, Inc. | Meriden, CT | Mar 2017 - Current | 1 |
| Edward Jones | St. Louis, MO | Jun 2013 - Mar 2017 | 3 |
| Ashland University | Ashland, OH | Aug 2009 - May 2013 | 3 |
| Ashland University | Ashland, OH | Aug 2009 - May 2013 | 3 |
| Edward Jones | Heath, OH | Jun 2012 - Aug 2012 | < 1 |
| Mapleton High School | Ashland, OH | Nov 2011 - Mar 2012 | < 1 |
| Ashland Ymca | Ashland, OH | Sep 2011 - Nov 2011 | < 1 |
| A&m Fire And Safety | Ashland, OH | Jun 2007 - Aug 2009 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
- OH
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Total Assets Under Management850MILLIONS
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Total Number of Accounts4,472ACCOUNTS
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Average Account Value$190,032
- 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
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV
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