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Andrew Lee Cooper

Cooper Eagle, LLC

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About Andrew Lee Cooper

Andrew Lee Cooper is a financial advisor in WEST CHESTER, PA. Andrew Lee Cooper is registered with 4 states. Andrew Lee Cooper works at Cooper Eagle, LLC and has been with the firm since 09/2021. Andrew Lee Cooper has been in the industry since 04/2017. Cooper Eagle, LLC is a registered investment advisor, and they primarily manage money for high net worth individuals, individuals, pension and profit sharing plans, and charitable organizations.

Firm Information

Andrew Cooper is currently registered with Cooper Eagle, LLC. Cooper Eagle, LLC is an investment advisor with 3 investment advisor representatives. The firm has $29,209,697 in regulatory assets under management. The firm offers financial planning, pension consulting, and portfolio management for individuals. They primarily serve individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

$29.21M

Assets Under Management

Not reported

Total Clients

1

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Andrew Cooper’s Registration & Firm History

PA

11/13/2023 - Present

Cooper Eagle, LLC (WEST CHESTER PA)

PA

04/13/2017 - 09/09/2021

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BC

Issued 04/26/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/13/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Lee Cooper.
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