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 with LPL Financial LLC. Craig has been in the financial services industry since February 2019. Craig has a Series 66 and a Series 7TO license. Craig is registered in Arizona, California, Colorado, Hawaii, Idaho, Michigan, Montana, Nevada, Oregon, South Carolina, Texas, and Washington. Craig is also registered as an Investment Advisor Representative (IAR) in Colorado, Texas, and Washington. Craig has a strong track record of helping clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WA
07/21/2021 - Present
LPL Financial LLC (BELLINGHAM WA)
WA
02/04/2019 - 07/21/2021
WADDELL & REED (BELLINGHAM WA)
BOTH
Issued 05/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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