linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

James Cooper

Seterios Wealth Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you James? Claim Your Profile

About James Cooper

James Cooper is an Investment Advisor Representative with Seterios Wealth Advisors, LLC. James has been in the industry since 1984. James is registered with the state of Kentucky and Florida. James has successfully passed the Uniform Investment Adviser Law Examination. James specializes in portfolio management for individuals.

Firm Information

James Cooper is currently registered with Seterios Wealth Advisors, LLC. Seterios Wealth Advisors, LLC is an investment advisor with 3 investment adviser representatives. The firm manages $2,743,854 in regulatory assets for 2 high-net-worth individuals. The firm offers portfolio management for individuals.

$2.74M

Assets Under Management

2

Total Clients

2

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.

check

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.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

James Cooper’s Registration & Firm History

KY

02/23/2024 - Present

Seterios Wealth Advisors, LLC (LEXINGTON KY)

Not sure if James Cooper is right for you?

Licenses & Designations

IA

Issued 07/14/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Cooper.
Not sure if James Cooper is right for you?