Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Theodore Cooper is a financial advisor registered with Cambridge Investment Research Advisors, Inc.. David has been in the industry since June 2008 and is based in Lynchburg, Virginia. David has passed the Uniform Investment Adviser Law Examination and the Uniform Combined State Law Examination. In addition to his current registration with Cambridge Investment Research Advisors, Inc., David has previously been registered with C C F INVESTMENTS, INC. and MML INVESTORS SERVICES, INC..
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.
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.
Solicitation fees from 3rd party money managers
1
2
VA
03/03/2015 - Present
Cambridge Investment Research Advisors, Inc. (Lynchburg VA)
VA
06/24/2009 - 11/19/2014
C C F INVESTMENTS, INC. (FOREST VA)
VA
06/30/2008 - 06/25/2009
MML INVESTORS SERVICES, INC. (LYNCHBURG VA)
IA
Issued 03/03/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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