Jim Cooper
Jim Cooper is a registered investment advisor at LPL Financial LLC, based in Corinth, TX, with 20 years of industry experience. Jim is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Corinth, TX
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2020Other Business ActivitiesSells Insurance
Jim is a trustee for the Zinn Revocable Trust. He owns On Target Financial, LLC, where he provides life and health insurance services, dedicating a few hours per week. Jim also owns On Target Gunsmiths, LLC and receives royalties as a sole proprietor.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
PFS Investments INC.Broker
State Registrations16 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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