AC
ChFC
AC
ChFC

Ann-Marie Cooper

16 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
N/A
Firm Size
316 advisors
Number of Clients
280 clients
Average Client Portfolio
$293K average
Assets Under Management
$82.0M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
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Location

4837 Carolina Beach Rd Ste 101, Wilmington, NC, 28412-2369

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Ann-Marie owns ALC Holdings, LLC, an agency location, dedicating minimal time. She also services existing insurance accounts through Cooper, McNeill & Associates, LLC, and produces appointment books for the automotive industry, both requiring minimal time.

Employment History
Current Registrations
Allstate Financial Advisors, LLC
November 2010 - Present · 15 yrs 3 mos
Allstate Financial Services, LLCBroker
December 2008 - Present · 17 yrs 2 mos
State Registrations16 states
AZCTDEFLGAKYNCNJNYORPASCTNTXUTVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Ann-marie Cooper - Financial Advisor | TrueAdvisor