Donald Cooley (CRD# 6388108) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Centennial, CO and has over 9 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| New Capital Finance LLC | Golden, CO | Feb 2021 - Current | 3 |
| Net Law Group Inc. | Louisville, KY | Oct 2020 - Current | 3 |
| Wealthwave | Greenwood Village, CO | Jan 2016 - Current | 8 |
| Transamerica Financial Advisors, Inc. | Greenwood Village, CO | Aug 2014 - Current | 9 |
| Wfgia | Greenwood Village, CO | Aug 2013 - Current | 10 |
| Home Decisions, LLC | Castle Pines, CO | Jan 2012 - Current | 12 |
| Asian Chamber Of Commerce | Denver, CO | Dec 2019 - Dec 2023 | 4 |
| Camelon Energy, LLC | Parker, CO | Aug 2016 - Nov 2023 | 7 |
| B-w Insurance | Centennial, CO | Jan 2014 - Nov 2022 | 8 |
| Scl Mortgage, LLC | Lone Tree, CO | Mar 2020 - Feb 2021 | < 1 |
| C2 Financial Corporation | San Diego, CA | Oct 2014 - Oct 2015 | 1 |
| Rpm Mortgage | Denver, CO | May 2014 - Sep 2014 | < 1 |
| Geneva Financial | Centennial, CO | Jul 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2015 |
| S63 | Uniform Securities State Law Examination | Feb 2015 |
- CO
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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