David Cooper, financial advisor Orlando FL

David Cooper

CRD Number: 4057477
Current Firm: Schwab Private Client Investment Advisory, Inc.

David Cooper (CRD# 4057477) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Orlando, FL and has over 20 years of experience in the finance industry. David Cooper has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Charles Schwab & Company, Inc. Orlando, FL Aug 2015 - Current 4
Schwab Private Client Investment Advisory, Inc. Orlando, FL Aug 2015 - Current 4
Self Employed Oviedo, FL Aug 2015 - Current 4
Myriad Financial Services, LLC Oviedo, FL May 2002 - Aug 2015 13
Evershore Financial Group Orlando, FL Apr 2011 - Jul 2015 4
Minnesota Life Insurance Company St. Paul, MN Sep 2009 - Jul 2015 5
Securian Financial Services St. Paul, MN Sep 2009 - Jul 2015 5
Ibis Financial Group Orlando, FL Sep 2009 - Apr 2011 1
Nelson Ivest Brokerage Services Winter Park, FL Feb 2005 - Aug 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2000
S66 NASAA Uniform Combined State Law Examination Jan 2002
Contact Info for David J. Cooper
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    91,149
    MILLIONS
  • Total Number of Accounts
    182,872
    ACCOUNTS
  • Average Account Value
    $498,433
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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