Financial ADVSR advisor directory · SEC adviser records
Cooper McManus financial advisors in Tennessee
Every SEC-registered investment adviser representative at a Cooper McManus office in Tennessee, by city and A to Z.
3 registered advisors work at Cooper McManus in Tennessee, out of 55 nationwide; it's the firm's number 2 state by advisors, and the most are in Spring Hill (2). 2 list the CFP designation and 3 are also registered broker representatives.
Cooper McManus advisors by city in Tennessee
Every firm in Tennessee →Cooper McManus advisors in Tennessee, A to Z
Search by name →- Steven J. LathropFranklin · Certified Financial Planner, Chartered Financial Consultant
- Amelia MorganSpring Hill
- Joshua D. WakefieldSpring Hill · Certified Financial Planner
Cooper McManus advisors in every state →Cooper McManus: assets, clients and custodians →Advisor Moves: who changed firms this week →
Cooper McManus in other states
Questions
How many Cooper McManus financial advisors are in Tennessee?
3 investment adviser representatives are registered at Cooper McManus offices in Tennessee, according to the SEC's Investment Adviser Public Disclosure records, out of 55 at the firm nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.
Where in Tennessee does Cooper McManus have the most advisors?
Spring Hill, with 2, then Franklin (1). Cooper McManus has advisors in 2 cities in Tennessee.
How do I check a Cooper McManus advisor in Tennessee?
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.