Eric Cooper
Eric Cooper is a registered investment advisor at Cetera Investment Advisers LLC, based in Simi Valley, CA, with 17 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Simi Valley, CA
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eric works as a sales associate/executive at Winther & Co, providing financial services to clients. He is also an insurance agent with Avantax Insurance AgencySM and Avantax Insurance Servicessm, discussing insurance options with clients and dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations2 states
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