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Harold Dunbar Cooley

Csenge Advisory Group, LLC

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About Harold Dunbar Cooley

Harold Dunbar Cooley has been in the financial services industry since 1983. Harold is currently registered with Csenge Advisory Group, LLC and has been with the firm since January 2020. Previously, Harold was employed by FSC Securities Corporation for 28 years. Harold has a wide range of experience in the industry and specializes in providing investment advisory services to individuals and businesses. Harold is also a licensed insurance agent and has a strong background in life insurance sales.

Firm Information

Harold Cooley is currently registered with Csenge Advisory Group, LLC. Csenge Advisory Group, LLC is a financial advisory firm headquartered in Clearwater, Florida. With over 76 investment advisor representatives, they manage over $2.75 billion in assets for individuals, corporations, charitable organizations, and other clients. They offer a range of services including financial planning, asset allocation, and portfolio management. They also provide pension consulting and selection of other advisors.
Csenge Advisory Group, LLC

4755 EAST BAY DRIVE

CLEARWATER, FL 33764

$2.75B

Assets Under Management

Not reported

Total Clients

67

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 individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation services

Asset allocation services

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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Harold Cooley’s Registration & Firm History

FL

02/04/2020 - Present

Csenge Advisory Group, LLC (CLEARWATER FL)

NC

06/16/1992 - 02/04/2020

FSC SECURITIES CORPORATION (RALEIGH NC)

TX

02/12/1990 - 06/17/1992

KAVANAUGH SECURITIES, INC. (DALLAS TX)

AZ

11/19/1989 - 03/21/1990

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NA

03/07/1985 - 11/19/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

03/23/1983 - 02/20/1985

SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED

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Licenses & Designations

BOTH

Issued 02/07/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/15/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/24/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/28/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Harold Dunbar Cooley.
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