David Roth is a registered investment advisor at Cooper Mcmanus, based in White Salmon, WA, with 11 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 3,482 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cooper McManus offers investment management services where they create a portfolio tailored to your needs using various investments. The annual fee for this service will not exceed 2.00% and is negotiable. The fee is deducted from your account. They may also use third-party investment advisors, compensating them from their overall fee.
Location
White Salmon, WA
Get directionsHistory
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
David is an investment advisor representative (IAR) for Cooper McManus RIA, spending about 10-20% of his time there. He is also an independent insurance agent for various companies, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cooper Mcmanus
Cambridge Investment Research, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Geneos Wealth Management, INC.Broker
Geneos Wealth Management, INC.
Edward Jones
Edward JonesBroker
Nylife Securities LLCBroker
State Registrations4 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.