Kent Cooper
Kent Cooper is a registered investment advisor at Centaurus Financial, INC., based in Redlands, CA, with 30 years of industry experience. Kent is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 45,336 clients with $9.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum advisory fee is 2.25% for most programs (1.50% for annuity and variable life management, 1.35% for adviser-directed accounts). Fees are negotiable at the discretion of the representative.
Fee Estimator
Location
490 Alabama Street, Suite #101, Redlands, CA, 92373
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2010Other Business Activities
Kent owns and manages a rental property since 2014, dedicating minimal time to it. He also works as an enrolled agent providing tax preparation, accounting, and payroll services since 1993, taking about 40% of his time.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Centaurus Financial, INC.Broker
Pruco Securities CorporationBroker
State Registrations22 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.
Exams
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