Dennis Cooney
Dennis Cooney is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Doylestown, PA, with 33 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2003 S Easton Rd, Ste 208, Doylestown, PA, 18901
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 1999Customer Dispute
November 1998Other Business Activities
Dennis owns Dennis Cooney Consulting, LLC, dedicating full-time hours to it. He also holds power of attorney for his mother, spending minimal time on this activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Citigroup Global Markets INC.Broker
Dean Witter Reynolds INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.