Financial ADVSR advisor directory · SEC adviser records
Cooper McManus financial advisors in Irvine, CA
Every SEC-registered investment adviser representative at a Cooper McManus office in Irvine, A to Z.
32 registered advisors work at Cooper McManus in Irvine, out of 55 at the firm nationwide; it ranks number 9 in the city by advisors. 10 list the CFP designation and 29 are also registered broker representatives.
Cooper McManus advisors in Irvine, A to Z
Every Cooper McManus advisor →- Courtland B. AlexAlso a broker rep
- Bryan E. BrumleyCertified Financial Planner · Also a broker rep
- Robert K. ChaconAlso a broker rep
- Arthur Y. CooperCertified Financial Planner · Also a broker rep
- Christopher D. CoxAlso a broker rep
- James L. Cunningham Jr.Also a broker rep
- Dean J. EvansCertified Financial Planner · Also a broker rep
- Charles F. Farrell IIIAlso a broker rep
- Mark A. FishlowitzAlso a broker rep
- Michael T. HaymondAlso a broker rep
- Gregory P. HolmesAlso a broker rep
- Gregory S. JacksonAlso a broker rep
- Traci L. KaasAlso a broker rep
- Tanis L. KellyInvestment adviser rep
- Terry L. KerrAlso a broker rep
- Michael J. LathropAlso a broker rep
- David S. McManusCertified Financial Planner · Also a broker rep
- Jonathan D. MurphyCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Gregory NormanAlso a broker rep
- Anita M. O'ConnorCertified Financial Planner · Also a broker rep
- Kimberly OverbyInvestment adviser rep
- Andrew T. PurmortAlso a broker rep
- Sydney P. RiccioAlso a broker rep
- Randy SalakiAlso a broker rep
- Peter I. ShustermanAlso a broker rep
- Wil SmithCertified Financial Planner, Chartered Financial Analyst · Also a broker rep
- Christian T. StearnsCertified Financial Planner · Also a broker rep
- Matthew K. TodsenAlso a broker rep
- Jason G. WernerCertified Financial Planner · Also a broker rep
- Lawrence D. WimsattCertified Financial Planner · Also a broker rep
- Aron G. WongAlso a broker rep
- Linda Z. YuInvestment adviser rep
Cooper McManus advisors in every city and state →Cooper McManus: assets, clients and custodians →Advisor Moves: who changed firms this week →
Cooper McManus advisors in other cities
Overland Park, KS 2San Jose, CA 2Spring Hill, TN 2Westlake Village, CA 2Carefree, AZ 1Chino Hills, CA 1Corona Del Mar, CA 1Culver City, CA 1Edmonds, WA 1Franklin, TN 1Long Beach, CA 1Madera, CA 1New Bern, NC 1Prescott, AZ 1San Juan Capistrano, CA 1
Other firms in Irvine
All Irvine advisors →J.P. Morgan Securities LLC 191Wells Fargo Clearing Services, LLC 136Morgan Stanley 102Merrill Lynch, Pierce, Fenner & Smith Incorporated 65LPL Financial LLC 61LPL Enterprise, LLC 59Equitable Advisors, LLC 46Osaic Wealth, Inc. 45UBS Financial Services Inc. 31Strategic Advisers LLC 30Charles Schwab & Co., Inc. 27Park Avenue Securities LLC 26
Questions
How many financial advisors does Cooper McManus have in Irvine?
32 investment adviser representatives are registered at Cooper McManus offices in Irvine, California, according to the SEC's Investment Adviser Public Disclosure records, out of 55 nationwide. 10 list the CFP designation and 29 are also registered as broker representatives.
Is Cooper McManus one of the largest advisor employers in Irvine?
Cooper McManus ranks number 9 in Irvine by registered advisors; J.P. Morgan Securities LLC has the most, with 191.
How do I check a Cooper McManus advisor in Irvine?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cooper McManus office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.