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Dane Cooper

Newedge Advisors

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About Dane Cooper

Dane Cooper is a financial advisor at Newedge Advisors with over 13 years of experience in the industry. Dane is registered with the state of Georgia as a Registered Investment Advisor and also holds Series 6, 7, 63 and 65 licenses. Dane provides financial planning, portfolio management, and selection of other advisors to individuals, businesses, and charitable organizations.

Firm Information

Dane Cooper is currently registered with Newedge Advisors. Newedge Advisors is an investment advisor with over $10 billion in assets under management. They provide a wide range of financial planning and advisory services to individuals, businesses, charitable organizations, pension plans, and high-net-worth individuals. The firm has over 396 investment advisor representatives and 194 registered representatives located throughout the United States. Newedge Advisors also offers wrap fee programs.
Newedge Advisors

858 CAMP STREET

NEW ORLEANS, LA 70130

$18.43B

Assets Under Management

141

Total Clients

420

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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fixed fees

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

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percentage of assets

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

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Dane Cooper’s Registration & Firm History

GA

02/07/2024 - Present

Newedge Advisors (Atlanta GA)

GA

03/14/2011 - 02/07/2024

MML INVESTORS SERVICES, LLC (Atlanta GA)

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Licenses & Designations

IA

Issued 09/28/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/04/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/25/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Dane Cooper. Review regulatory record here.
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