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Thomas Arthur Cooper

Eagle Strategies LLC

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About Thomas Arthur Cooper

Thomas Arthur Cooper is an active investment advisor representative in Kentucky. He has been in the industry for approximately 2 years. Thomas Arthur Cooper is registered with Eagle Strategies LLC and has also been previously registered with BANKERS LIFE SECURITIES, INC. Thomas Arthur Cooper has passed the Series 7TO, SIE, and Series 66 exams. He specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals. He also provides publication of periodicals and selection of other advisers as part of his services. In addition to his work at Eagle Strategies LLC, Thomas Arthur Cooper is also an insurance broker.

Firm Information

Thomas Cooper is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in NEW YORK, NY. They offer a range of services including financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. They also participate in wrap fee programs.
Eagle Strategies LLC

51 MADISON AVENUE

NEW YORK, NY 10010

$20.36B

Assets Under Management

6,070

Total Clients

2,031

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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Thomas Cooper’s Registration & Firm History

KY

09/13/2024 - Present

Eagle Strategies LLC (LOUISVILLE KY)

KY

04/17/2023 - 05/02/2024

BANKERS LIFE SECURITIES, INC. (Paducah KY)

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Licenses & Designations

BOTH

Issued 08/28/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/15/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/08/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Arthur Cooper.
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