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Financial ADVSR advisor directory · SEC adviser records

Cooper Financial Services, Inc. financial advisors in Shelton, CT

Every SEC-registered investment adviser representative at a Cooper Financial Services, Inc. office in Shelton, A to Z.

The short answer

3 registered advisors work at Cooper Financial Services, Inc. in Shelton, out of 3 at the firm nationwide; it ranks number 15 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Cooper Financial Services, Inc. advisors in Shelton, A to Z

Every Cooper Financial Services, Inc. advisor →

Cooper Financial Services, Inc. advisors in every city and state →Cooper Financial Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Shelton

All Shelton advisors →

MML Investors Services, LLC 81LPL Enterprise, LLC 29Procyon 26Commonwealth Financial Network 17Innovative Asset Advisors Group 12Ameriprise Financial Services, LLC 8Investmark Advisory Group LLC 8LPL Financial LLC 7Stone Wall Money Management LLC 7Pentegra Investors, Inc. 6Centaurus Financial, Inc. 5Bridgelight Financial Advisors, Inc. 4

Questions

How many financial advisors does Cooper Financial Services, Inc. have in Shelton?

3 investment adviser representatives are registered at Cooper Financial Services, Inc. offices in Shelton, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Cooper Financial Services, Inc. one of the largest advisor employers in Shelton?

Cooper Financial Services, Inc. ranks number 15 in Shelton by registered advisors; MML Investors Services, LLC has the most, with 81.

How do I check a Cooper Financial Services, Inc. advisor in Shelton?

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 Financial Services, Inc. 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.