MC
MC
Michael Cooper
29 Years of Experience
Cleveland, TN
1 DisclosureBroker
Michael Cooper is a registered investment advisor at Raymond James & Associates, INC., based in Cleveland, TN, with 29 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
3780 Ocoee Place Nw, Suite 100, Cleveland, TN, 37312
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2012Denied
Other Business Activities
Michael is a board member/officer/director (Vice President) for the Mountain Brook Homeowners Association since 2015, dedicating minimal time to it. This activity is not investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.Broker
February 2007 - February 2013 · 6 yrs
Morgan Keegan & Company, INC.
February 2007 - February 2013 · 6 yrs
Amsouth Investment Management Company LLC
July 2003 - February 2007 · 3 yrs 7 mos
Amsouth Investment Services, INC.
February 2003 - July 2003 · 5 mos
Amsouth Investment Services, INC.Broker
December 1999 - February 2007 · 7 yrs 2 mos
Invest Financial CorporationBroker
June 1998 - February 2000 · 1 yr 8 mos
American Express Financial Advisors INC.Broker
July 1996 - June 1998 · 1 yr 11 mos
Ids Life Insurance CompanyBroker
July 1996 - June 1998 · 1 yr 11 mos
State Registrations15 states
ALCOFLGAILINMINCNYOHOKPATNTXWI
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.