LC
LC

Lindsay Cooper

20 Years of Experience
Lubbock, TX
Broker

Lindsay Cooper is a registered investment advisor at Blake|cooper Financial Strategies, based in Lubbock, TX, with 20 years of industry experience. Lindsay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Financial Planning & Coaching, High Net Worth.

Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

  • Financial planning services are billed hourly at $200/hour for partners and $100/hour for associates.
  • Financial consulting services are billed hourly at $200/hour for partners and $100/hour for associates. Reduced rates may be offered in limited circumstances.
  • Collaborative divorce planning for couples requires a retainer fee, with hourly billing against the retainer at $200/hour for partners and $100/hour for associates. Unearned retainer fees are refunded.
  • Traditional divorce planning for individuals is billed hourly at $200/hour for partners and $100/hour for associates.
Hourly Rate:$100 - $200/hr
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Location

2001 Broadway, Lubbock, TX, 79401

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Lindsay owns AMNE Real Estate LLC, which holds real estate for Blake|Cooper Financial Strategies, and is an officer at Blake-Cooper Financial Strategies. Lindsay also works as a Certified Divorce Financial Analyst and is involved with an independent RIA focused on divorce and financial planning, dedicating about 10-20% of their time to this.

Employment History
Current Registrations
Blake|cooper Financial Strategies
September 2015 - Present · 10 yrs 8 mos
Raymond James Financial Services Advisors, INC
April 2009 - Present · 17 yrs 1 mo
Raymond James Financial Services, INC.
March 2009 - Present · 17 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2009 - Present · 17 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2006 - March 2009 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2005 - March 2009 · 3 yrs 5 mos
MML Investors Services, INC.Broker
July 2005 - October 2005 · 3 mos
State Registrations15 states
ARAZCACOFLGALAMONMNYOKTNTXUTVA
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.
Lindsay Cooper - Financial Advisor | TrueAdvisor