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Chad Cooper

22 Years of Experience
Land O'Lakes, FL
5 DisclosuresBrokerSells Insurance

Chad Cooper is a registered investment advisor, based in Land O'Lakes, FL, with 22 years of industry experience.

Location

Land O'Lakes, FL

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History

Regulatory History (5)
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Judgment / Lien
October 2021
Judgment / Lien
July 2021
Judgment / Lien
January 2020
Judgment / Lien
May 2019
Customer Dispute
June 2008
Settled
Other Business ActivitiesSells Insurance

Chad is involved in several business activities, including public speaking, owning Gateway Insurance Group as an independent insurance agent, serving as an advisory representative for CIRA, owning Tillman Cyber Services LLC, and acting as CEO of Envision Community Capital. He also serves as Board Chairman for the African American Greater Albuquerque Chamber of Commerce and is an Investment Advisor Representative for Gateway Financial Advisors, LLC.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
September 2017 - Present · 9 yrs
Cambridge Investment Research Advisors, INC.
September 2017 - Present · 9 yrs
Previous Registrations
Prudential Financial Planning Services
May 2004 - August 2017 · 13 yrs 3 mos
Pruco Securities, LLC.Broker
May 2003 - August 2017 · 14 yrs 3 mos
State Registrations10 states
AZDCFLGAKYLANMNVTXVA
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.