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Cooper Leggett

1 Year of Experience
Waynesboro, MS
Broker

Cooper Leggett is a registered investment advisor at LPL Financial LLC, based in Waynesboro, MS, with 1 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

812 Station St, Waynesboro, MS, 39367

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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

Cooper is involved in several business activities, including HLL Investments LLC and HLL Real Estate LLC for tax/investment purposes, and Leggett Law Office, PLLC where he works as an attorney about half of his time. He also works as a notary and has a DBA for LPL business called Annabelle Investments, LLC.

Employment History
Current Registrations
LPL Financial LLC
September 2024 - Present · 1 yr 8 mos
LPL Financial LLCBroker
August 2024 - Present · 1 yr 9 mos
State Registrations6 states
ALFLLAMSSCTX
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.
Cooper Leggett - Financial Advisor | TrueAdvisor