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Brad Eugene Cooper

Cooper Financial Investments, LLC

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About Brad Eugene Cooper

Brad Eugene Cooper is a registered investment advisor representative with Cooper Financial Investments, LLC in MESA, Arizona. Brad has been in the financial services industry since 1994. Brad is a licensed Investment Advisor Representative in Arizona and Louisiana. Brad is also a licensed Life Insurance Agent and assists with estate planning. In addition to his work with Cooper Financial Investments, LLC, Brad also assists with the firm, Copper Canyon Law, as an Estate Planner.

Firm Information

Brad Cooper is currently registered with Cooper Financial Investments, LLC. Cooper Financial Investments, LLC is a financial advisory firm that specializes in financial planning, educational seminars, and selecting other advisors. They offer a range of services, including retirement planning, tax planning, and insurance. They work with a variety of clients, including individuals, businesses, and institutions.

Not reported

Assets Under Management

78

Total Clients

2

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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other

Referral fees

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Brad Cooper’s Registration & Firm History

AZ

04/18/2022 - Present

Cooper Financial Investments, LLC (MESA AZ)

AZ

10/01/2002 - 12/31/2003

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

TX

09/22/1999 - 10/01/2002

FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)

GA

02/15/1994 - 06/24/1997

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 10/20/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/29/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/03/1997

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 02/14/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Brad Eugene Cooper. Review regulatory record here.
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