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Tonya Lee Cooper

Blackridge Asset Management, LLC

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About Tonya Lee Cooper

Tonya Cooper is a financial advisor with over 10 years of experience in the financial services industry. Tonya is registered with the state of Florida as an Investment Advisor Representative (IAR) and is also a registered representative with FINRA. Tonya has held previous positions with Lincoln Financial Advisors Corporation and Retirement Wealth Advisors. Currently, Tonya is associated with Blackridge Asset Management, LLC and Peaceful Legacy Planning, both based in Jupiter, Florida.

Firm Information

Tonya Cooper is currently registered with Blackridge Asset Management, LLC. Blackridge Asset Management, LLC is an investment advisor registered with the SEC and based in JUPITER, FL. They manage assets for high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth clients. They offer financial planning, educational seminars, and selection of other advisors, and their services include portfolio management for individuals. They report managing over $186.5 million in regulatory assets under management.
Blackridge Asset Management, LLC

1070 E. INDIANTOWN ROAD

JUPITER, FL 33477

$186.56M

Assets Under Management

70

Total Clients

64

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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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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Tonya Cooper’s Registration & Firm History

FL

04/10/2019 - Present

Blackridge Asset Management, LLC (JUPITER FL)

FL

01/09/2017 - 03/19/2018

LINCOLN FINANCIAL ADVISORS CORPORATION (GAINESVILLE FL)

FL

02/09/2010 - 12/31/2016

LINCOLN FINANCIAL ADVISORS CORPORATION (BARTOW FL)

IN

01/01/2008 - 05/01/2008

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

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Licenses & Designations

IA

Issued 06/25/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/31/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/19/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tonya Lee Cooper.
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