MC
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Marc Cooper

8 Years of Experience
Medford, OR
Broker

Marc Cooper is a registered investment advisor, based in Medford, OR, with 8 years of industry experience.

Location

4451 Brownridge Terrace, Suite 101, Medford, OR, 97504

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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 Activities

Marc is an associate/employee and partner in several support and accounting businesses: Living Advisor Group, Living Tax Strategies LLC, SilverTree Collective, and SilverTree Wealth Partners. He spends minimal time on Living Tax Strategies LLC, about 10-20% of his time on SilverTree Collective, and nearly full-time on SilverTree Wealth Partners.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2022 - Present · 4 yrs 3 mos
Raymond James Financial Services, INC.Broker
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Edward Jones
December 2017 - February 2022 · 4 yrs 2 mos
Edward JonesBroker
November 2017 - February 2022 · 4 yrs 3 mos
State Registrations13 states
AKAZCACOCTNCNVNYOKORSCTXWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Marc Cooper - Financial Advisor | TrueAdvisor