TC
CFP
TC
CFP

Timothy Cooper

27 Years of Experience
Birmingham, MI
Broker

Timothy Cooper is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Birmingham, MI, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

325 N. Old Woodward Ave., Suite 320, Birmingham, MI, 48009

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
August 2019 - Present · 6 yrs 9 mos
Raymond James & Associates, INC.Broker
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
UBS Financial Services INC.
May 2009 - September 2019 · 10 yrs 4 mos
UBS Financial Services INC.Broker
January 2009 - September 2019 · 10 yrs 8 mos
Citigroup Global Markets INC.Broker
December 1998 - February 2009 · 10 yrs 2 mos
State Registrations29 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.