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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Wright Cooper is an investment advisor representative with Topel & Distasi Wealth Management, LLC. She is registered with the state of California. Nancy has over 20 years of experience in the financial services industry. Previously, Nancy was an advisor with LPL Financial LLC, Thornburg Securities Corporation, and North Point Advisors, LLC. Nancy's specializations include financial planning, portfolio management for individuals and businesses, and pension consulting. She also holds licenses in both securities and investment advising. Nancy's experience and expertise allow her to provide comprehensive financial guidance to clients.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Topel & Distasi Wealth Management, LLC (BERKELEY CA)
CA
10/22/2007 - 04/09/2018
LPL FINANCIAL LLC (BERKELEY CA)
NM
10/30/2006 - 10/01/2007
THORNBURG SECURITIES CORPORATION (SANTA FE NM)
CA
07/04/2005 - 10/24/2006
NORTH POINT ADVISORS, LLC (SAN FRANCISCO CA)
MN
09/06/2002 - 07/16/2004
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
NY
06/28/2001 - 09/06/2001
CIBC WORLD MARKETS CORP. (NEW YORK NY)
CA
09/01/1999 - 07/17/2001
WELLS FARGO VAN KASPER, LLC (SAN FRANCISCO CA)
CA
05/11/1999 - 09/28/1999
THE SHEMANO GROUP, INC. (SAN FRANCISCO CA)
CA
09/15/1997 - 03/08/1999
VAN KASPER & COMPANY (SAN FRANCISCO CA)
NY
03/21/1997 - 12/02/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
06/05/1997 - 09/12/1997
SMITH BARNEY INC. (NEW YORK NY)
CA
09/13/1996 - 02/14/1997
CRUTTENDEN ROTH INCORPORATED (NEWPORT BEACH CA)
MN
04/25/1996 - 09/23/1996
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NM
09/26/1994 - 05/08/1996
THORNBURG SECURITIES CORPORATION (SANTA FE NM)
IA
Issued 04/29/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/1995
Series 24 - General Securities Principal Examination
BC
Issued 04/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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