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Cooper Burdick

Truist Securities, Inc.

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About Cooper Burdick

Cooper Burdick is a financial professional with Truist Securities, Inc. Cooper is registered with FINRA and has been in the industry since 2017. Cooper holds the Series 63, Series 79 and SIE licenses. Cooper is registered in all states and has been working at Truist Securities, Inc. since 2017.

Firm Information

Cooper Burdick is currently registered with Truist Securities, Inc.. Truist Securities, Inc. is a Corporation formed in July 1972. The firm is registered with the SEC and in all 50 states, as well as in the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

309

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.

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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Cooper Burdick’s Registration & Firm History

GA

10/06/2022 - Present

Truist Securities, Inc. (ATLANTA GA)

GA

08/07/2017 - 05/21/2021

TRUIST SECURITIES, INC. (ATLANTA GA)

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Licenses & Designations

BC

Issued 08/23/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/2017

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cooper Burdick.
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