TrueAdvisor
TrueAdvisor
DT
DT

Devonney Lane Gebo Thurman

Cooper Mcmanus
3 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingBusiness OwnersHigh Net Worth
Cooper Mcmanus
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
3,238 clients
Average Client Portfolio
$791K average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$5K

Location

1255 Treat Blvd, Suite 300, Walnut Creek, CA, 94597

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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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Employment History
Current Registrations
Cooper Mcmanus
January 2024 - Present · 2 yrs 1 mo
Cambridge Investment Research, INC.Broker
May 2022 - Present · 3 yrs 9 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
September 2023 - September 2023 · 0 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.