Financial ADVSR advisor directory · SEC adviser records
Cooper McManus financial advisors in California
Every SEC-registered investment adviser representative at a Cooper McManus office in California, by city and A to Z.
45 registered advisors work at Cooper McManus in California, out of 55 nationwide; it's the firm's number 1 state by advisors, and the most are in Irvine (32). 14 list the CFP designation and 40 are also registered broker representatives.
Cooper McManus advisors by city in California
Every firm in California →Irvine 32San Jose 2Westlake Village 2Chino Hills 1Corona Del Mar 1Culver City 1Long Beach 1Madera 1San Juan Capistrano 1St Helena 1Walnut Creek 1Woodland Hills 1
Cooper McManus advisors in California, A to Z
Search by name →- Emmanuel AfolayanSan Jose
- Courtland B. AlexIrvine
- Shannon M. BeahanWestlake Village · Certified Financial Planner
- Steven BoamMadera
- Bryan E. BrumleyIrvine · Certified Financial Planner
- Christina L. BushSan Juan Capistrano
- Robert K. ChaconIrvine
- Jennifer ChengSan Jose
- Arthur Y. CooperIrvine · Certified Financial Planner
- Christopher D. CoxIrvine
- James L. Cunningham Jr.Irvine
- Dean J. EvansIrvine · Certified Financial Planner
- Charles F. Farrell IIIIrvine
- Mark A. FishlowitzIrvine
- Michael T. HaymondIrvine
- Gregory P. HolmesIrvine
- Gregory S. JacksonIrvine
- Kyle W. JonesCulver City · Certified Financial Planner
- Traci L. KaasIrvine
- Tanis L. KellyIrvine
- Terry L. KerrIrvine
- Alissa A. KroegerWestlake Village · Certified Financial Planner
- Michael J. LathropIrvine
- Flavio LorrimerCorona Del Mar
- Leon P. McGroartyChino Hills
- David S. McManusIrvine · Certified Financial Planner
- Jonathan D. MurphyIrvine · Certified Financial Planner, Chartered Financial Consultant
- Gregory NormanIrvine
- Anita M. O'ConnorIrvine · Certified Financial Planner
- Kimberly OverbyIrvine
- David J. PearlLong Beach · Certified Financial Planner
- Andrew T. PurmortIrvine
- Sydney P. RiccioIrvine
- Christian P. Richards IIIWoodland Hills
- Randy SalakiIrvine
- Peter I. ShustermanIrvine
- Wil SmithIrvine · Certified Financial Planner, Chartered Financial Analyst
- Christian T. StearnsIrvine · Certified Financial Planner
- Devonney L. ThurmanWalnut Creek
- Matthew K. TodsenIrvine
- Melvyn L. VarrelmanSt Helena
- Jason G. WernerIrvine · Certified Financial Planner
- Lawrence D. WimsattIrvine · Certified Financial Planner
- Aron G. WongIrvine
- Linda Z. YuIrvine
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Cooper McManus in other states
Questions
How many Cooper McManus financial advisors are in California?
45 investment adviser representatives are registered at Cooper McManus offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 55 at the firm nationwide. 14 list the CFP designation and 40 are also registered as broker representatives.
Where in California does Cooper McManus have the most advisors?
Irvine, with 32, then San Jose (2). Cooper McManus has advisors in 12 cities in California.
How do I check a Cooper McManus advisor in California?
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.