Catherine Cooper (CRD# 1324447) is an Investment Advisor Representative working at Azure Financial Advisors LLC in Sarasota, FL and has over 15 years of experience in the finance industry. Catherine 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.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 5983189
Edward Jones
CRD# 6312608
Advice And Planning Services
Company Name | Location | Dates | Years |
---|---|---|---|
Azure Financial Advisors LLC | Sarasota, FL | Sep 2016 - Current | 7 |
Azure Financial Advisors LLC | Glencoe, IL | Sep 2008 - Sep 2016 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2008 |
- FL
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Total Assets Under Management15MILLIONS
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Total Number of Accounts22ACCOUNTS
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Average Account Value$697,803
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL
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