linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Cooper Holt Tomlin

Park Avenue Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Cooper? Claim Your Profile

About Cooper Holt Tomlin

Cooper Holt Tomlin is a financial advisor who joined Park Avenue Securities LLC in September 2022. Cooper has been in the industry since October 2022 and has passed Series 66, Series 6TO, Series 7TO, and the SIE exams. Cooper currently holds registrations in Colorado, Illinois, Indiana, Michigan, and Wisconsin. Cooper is a registered representative for Park Avenue Securities LLC and specializes in providing financial planning, portfolio management for individuals, and educational seminars.

Firm Information

Cooper Tomlin is currently registered with Park Avenue Securities LLC. Park Avenue Securities LLC is a Limited Liability Company registered in the state of New York and has been operating since August 20, 1998. They provide financial planning and portfolio management services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and captive insurance clients. The firm has a nationwide reach with registered offices in 53 states and the District of Columbia.
Park Avenue Securities LLC

10 HUDSON YARDS

NEW YORK, NY 10001

$11.88B

Assets Under Management

38,141

Total Clients

2,244

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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Cooper Tomlin’s Registration & Firm History

IL

07/07/2023 - Present

Park Avenue Securities LLC (CRYSTAL LAKE IL)

Not sure if Cooper Holt Tomlin is right for you?

Licenses & Designations

BOTH

Issued 06/07/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/15/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/06/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cooper Holt Tomlin.
Not sure if Cooper Holt Tomlin is right for you?