CC
CFP
CC
CFP

Christopher Allan Cooley

32 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
327 advisors
Number of Clients
3,621 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:$10K
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Location

Franklin, TN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christopher owns NPF Investments Inc., a dry cleaning franchise, dedicating a few hours per week. He also owns Prosperity Life Advisory Services, where he focuses on life insurance sales and consulting, spending about 10-20% of his time.

Employment History
Current Registrations
M Holdings Securities, INC.
September 2025 - Present · 5 mos
M Holdings Securities, INC.Broker
September 2025 - Present · 5 mos
Kingswood Wealth Advisors, LLC
July 2024 - Present · 1 yr 7 mos
Previous Registrations
The Leaders Group, INC.Broker
May 2022 - October 2025 · 3 yrs 5 mos
Eudaimonia Partners, LLC
May 2022 - April 2025 · 2 yrs 11 mos
Raymond James Financial Services Advisors, INC
January 2009 - May 2022 · 13 yrs 4 mos
Raymond James Financial Services
March 2004 - January 2009 · 4 yrs 10 mos
Raymond James Financial Services, INC.Broker
June 2003 - May 2022 · 18 yrs 11 mos
Washington Square Securities, INC.Broker
March 2000 - June 2003 · 3 yrs 3 mos
Washington Square Securities, INC.
March 2000 - June 2003 · 3 yrs 3 mos
Metlife Securities INC.Broker
April 1993 - March 2000 · 6 yrs 11 mos
Metropolitan Life Insurance CompanyBroker
April 1993 - March 2000 · 6 yrs 11 mos
State Registrations3 states
NYTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.