Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Cooper is a financial advisor who has been in the industry since 1998. He is currently registered with Emerson Equity LLC and has previously worked at other firms such as International Assets Advisory, LLC, Cabot Lodge Securities LLC, and Independent Financial Group, LLC. Craig Cooper specializes in providing financial planning, portfolio management for individuals, and educational seminars. He has a broad range of experience and expertise, including private placement life insurance and insurance dedicated funds.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Management of private placement life insurance / insurance dedicated funds (single investor private funds)
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
07/15/2021 - Present
Emerson Equity LLC (Newport Beach CA)
CA
02/19/2021 - 06/23/2021
INTERNATIONAL ASSETS ADVISORY, LLC (NEWPORT BEACH CA)
CA
01/21/2020 - 03/09/2021
CABOT LODGE SECURITIES LLC (Newport Beach CA)
CA
07/03/2019 - 01/08/2020
EMERSON EQUITY LLC (NEWPORT BEACH CA)
CA
12/14/2017 - 07/05/2019
CAPULENT LLC (Newport Beach CA)
CA
10/26/2015 - 12/19/2017
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
CA
04/30/2013 - 01/31/2014
CONCORDE INVESTMENT SERVICES, LLC (SAN DIEGO CA)
CA
03/08/2011 - 08/17/2012
VERTICAL CAPITAL SECURITIES, LLC (IRVINE CA)
CA
10/15/2010 - 04/01/2011
ARI FINANCIAL SERVICES, INC. (IRVINE CA)
CA
02/04/2010 - 07/22/2010
PACIFIC POINT SECURITIES, LLC (ANAHEIM CA)
TX
01/22/2009 - 11/02/2009
SUMMIT CAPITAL PARTNERS, LLC (AUSTIN TX)
CA
07/17/2007 - 01/05/2009
CORE CAPITAL MARKETS GROUP, INC. (NEWPORT BEACH CA)
ID
06/29/2005 - 04/19/2007
DBSI SECURITIES CORPORATION (MERIDIAN ID)
CA
12/10/2003 - 06/24/2005
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
AZ
01/01/1996 - 12/16/2003
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
PA
03/03/1995 - 12/06/1995
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
IA
Issued 07/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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