Renee Cooper, financial advisor Orlando FL

Renee Cooper

CRD Number: 4980351
Current Firm: Schwab Private Client Investment Advisory, Inc.

Renee Cooper (CRD# 4980351) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Orlando, FL and has over 14 years of experience in the finance industry. Renee 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 Apr 2016 - Current 3
Schwab Private Client Investment Advisor Orlando, FL Apr 2016 - Current 3
Real Estate/property Management Powder Spring, GA Oct 2011 - Current 8
United States Air Force San Antonio, TX Mar 1998 - Current 21
Ameriprise Financial Services Inc. Houston, TX Nov 2015 - Feb 2016 < 1
Unemployed Houston, TX May 2015 - Nov 2015 < 1
Morgan Stanley Smith Barney Atlanta, GA Jun 2009 - May 2015 5
Citigroup Global Markets Inc. Atlanta, GA Nov 2006 - Jun 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2005
S66 NASAA Uniform Combined State Law Examination May 2007
Contact Info for Renee A. Cooper
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • FL
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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