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George Mitchell Piper

Capital Coordinators Co.

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About George Mitchell Piper

George Mitchell Piper is a financial advisor with over 30 years of experience in the industry. George is currently registered with Capital Coordinators Co. and Cambridge Investment Research Advisors, Inc.. George is also a Chartered Financial Consultant and holds the Series 63, 65, 7TO, SIE, 1, and 2 licenses. George provides financial planning services and charges hourly fees. George has worked with a variety of clients including individuals, corporations, and charitable organizations.

Firm Information

George Piper is currently registered with Capital Coordinators Co.. Capital Coordinators Co. is a financial advisory firm that provides financial planning services. They have one licensed agent, investment advisor representative, registered representative, and advisor rep for other investment advisers.

Not reported

Assets Under Management

2

Total Clients

1

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.

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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George Piper’s Registration & Firm History

WI

10/28/2016 - Present

Capital Coordinators Co. (EAU CLAIRE WI)

WI

05/13/2016 - 06/14/2016

SIGNATOR INVESTORS, INC. (EAU CLAIRE WI)

WI

09/04/2009 - 05/13/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (EAU CLAIRE WI)

WI

11/14/2002 - 09/04/2009

TRANSAMERICA FINANCIAL ADVISORS, INC. (EAU CLAIRE WI)

MN

08/03/1995 - 10/15/2002

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

WI

10/05/1984 - 08/03/1995

SELECTED SECURITIES COMPANY, INC. (EAU CLAIRE WI)

NA

05/01/1984 - 06/18/1984

NORTHWEST CAPITAL INVESTMENT CORPORATION

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Licenses & Designations

IA

Issued 12/21/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/23/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/1978

Series 1 - Registered Representative Examination

BC

Issued 11/22/1972

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for George Mitchell Piper.
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