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Davita Crystal Alford-cooper

LAW & Associates Inc.

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About Davita Crystal Alford-cooper

Davita Alford-cooper is a financial advisor with over 30 years of experience in the financial services industry. Davita holds a Series 7, Series 24, Series 51 and Series 63 license. Davita is also a Certified Financial Planner (CFP®). Davita is currently registered with Law & Associates Inc. and has previously been registered with RAYMOND JAMES FINANCIAL SERVICES, INC.. Davita specializes in providing financial planning, wealth management, and estate planning services to individuals, families, and charitable organizations.

Firm Information

Davita Alford-cooper is currently registered with LAW & Associates Inc.. LAW & Associates Inc. is an investment advisor based in GLEN ECHO, MD. The firm provides financial planning, portfolio management for individuals, and other advisory services. They have 3 registered representatives and 3 investment advisor representatives, and manage approximately $214,191,633 in regulatory assets under management for 1018 clients. The firm participates in wrap fee programs.
LAW & Associates Inc.

6111 TULANE AVE

GLEN ECHO, MD 20812-1205

$214.19M

Assets Under Management

Not reported

Total Clients

3

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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divorce planning

Divorce planning

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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other

Project

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Davita Alford-cooper’s Registration & Firm History

MD

11/14/2019 - Present

LAW & Associates Inc. (GLEN ECHO MD)

MD

04/03/1989 - 11/16/2007

RAYMOND JAMES FINANCIAL SERVICES, INC. (GLEN ECHO MD)

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Licenses & Designations

BC

Issued 05/15/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/01/2007

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 04/13/1992

Series 24 - General Securities Principal Examination

BC

Issued 10/24/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Davita Crystal Alford-cooper.
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