John Cooney (CRD# 6747430) is an Investment Advisor Representative working at Great Oak Capital Partners, LLC in South Easton, MA and has over 7 years of experience in the finance industry. John Cooney 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# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 4318531
Integrated Wealth Concepts LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Great Oak Capital Partners, LLC | South Easton, MA | Nov 2023 - Current | < 1 |
| Great Oak Tax Planning, Inc. | South Easton, MA | Nov 2023 - Current | < 1 |
| United States Army Reserve | Staten Island, NY | Oct 2012 - Current | 11 |
| Green And Gold Financial Planning, LLC | Middleboro, MA | Jan 2017 - Oct 2023 | 6 |
| Emc | Hopkinton, MA | Sep 2007 - Jan 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- MA
-
Total Assets Under Management321MILLIONS
-
Total Number of Accounts553ACCOUNTS
-
Average Account Value$579,596
- 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
- Pension consulting services
FL, GA, MA, ME, NH, NY, RI, SC, TX, VA
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