Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam O'dell Coop is a financial advisor with Independent Financial Partners. Adam has been in the financial industry since 2001. Adam works with individuals, high-net-worth individuals, and corporations. Adam is registered to provide financial advice in California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Missouri, New Jersey, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, and Washington. Adam is a Certified Financial Planner™ professional. Adam also serves on the board of Plowshares Farm Center for Education & Spirituality.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
KY
11/29/2023 - Present
Independent Financial Partners (Louisville KY)
KY
06/30/2011 - 11/07/2019
LPL FINANCIAL LLC (LOUISVILLE KY)
KY
07/27/2005 - 07/01/2011
FIFTH THIRD SECURITIES, INC. (LOUISVILLE KY)
MA
11/28/2001 - 06/03/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MN
10/04/2001 - 10/24/2001
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
BOTH
Issued 10/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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