Anita
O'Connor

Cooper Mcmanus

CRD#1059669
Investment Advisor
in Irvine, CA

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About this Advisor

Anita O'Connor is a certified financial planner operating in Irvine, California who has 12 years of relevant experience. O'Connor is on the advisory team at Cooper Mcmanus. During their career, O'Connor has held roles at Securities America, Inc, Cooper Mcmanus and Cambridge Investment Research. O'Connor holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in California. Cooper Mcmanus is a registered investment firm based in Irvine, CA. The investment advisory business has offices in 21 locations and a total of 40 people on staff. It handles $1 billion in assets between its 4,523 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves nine charities and foundations. Of its 4,523 accounts, just 11% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Cooper Mcmanus has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fees depend on the type of financial services. However, fee types billed by Cooper Mcmanus can be comprised of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

9870 Research Dr
Irvine, CA 92618-4310

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Cooper Mcmanus Brokerage Details

Total Assets Under Management

$1,296,801,066

CA Average: $7,578,581,321
Total Number of Employees

40

CA Average: 43
Total Number of Accounts

4,523

CA Average: 3,727
Average Account Size

$286,713

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Anita O'Connor Work History

Anita has been registered as a financial advisor for 12 years.*

2020 - Present (4 years)

Cambridge Investment Research

2011 - Present (13 years)

Cooper Mcmanus

2010 - 2020 (10 years)

Securities America, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Anita O'Connor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cooper Mcmanus

Courtland Alex
Irvine, CA
Bradley Sicoff
Santa Ynez, CA
Susan Goodman
Irvine, CA
Terry Kerr
Irvine, CA
Danniel Wexler
Irvine, CA
Matthew Todsen
Irvine, CA
Shannon Beahan
Thousand Oaks, CA
David Pearl
Long Beach, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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