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Adrienne E Cooper

Hamilton-Bates Investment Research, Inc.

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About Adrienne E Cooper

Adrienne E. Cooper is an Investment Advisor Representative with Hamilton-Bates Investment Research, Inc. Adrienne has been in the industry for over 20 years and holds Series 6, 22, 63, and 65 licenses as well as the SIE. Adrienne has previous experience with PROEQUITIES, INC. and MONEY CONCEPTS CAPITAL CORP. Adrienne has a track record of working with high-net-worth individuals, other individuals, and charitable organizations.

Firm Information

Adrienne Cooper is currently registered with Hamilton-Bates Investment Research, Inc.. Hamilton-Bates Investment Research, Inc. is an investment advisor with approximately $47.97 million in regulatory assets under management. The firm provides portfolio management services for individuals and businesses. They have 535 accounts with a majority of their clients being high net worth individuals, followed by individuals other than high net worth, and charitable organizations.

$47.97M

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adrienne Cooper’s Registration & Firm History

CA

01/01/2025 - Present

Hamilton-Bates Investment Research, Inc. (CARDIFF CA)

CA

02/11/2000 - 12/31/2014

PROEQUITIES, INC. (CARDIFF BY THE SEA CA)

FL

04/11/1994 - 02/14/2000

MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)

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Licenses & Designations

IA

Issued 11/19/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/08/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2014

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/2008

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 04/08/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adrienne E Cooper.
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