Eric
Cooper

Avantax Advisory Services

CRD#5215674
Investment Advisor
in Simi Valley, CA

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About this Advisor

Eric Cooper is a financial advisor working out of Simi Valley, California, who has 10 years of industry experience. Cooper is an advisor for Avantax Advisory Services. During their career, Cooper has held roles at Winther And Company, Avantax Investment Services, Inc, Avantax Advisory Services, Insurelife Insurance Services, Avantax Insurance Agency, LLC and Avantax Insurance Agencysm And Avantax Insurance Servicessm. Cooper holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in California. Avantax Advisory Services is a registered investment business that has its headquarters in Coppell, TX. The investment advisory business has offices in 1,514 locations and a total of 2,433 financial advisors. It manages $31 billion in total assets across its 123,393 accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 123,393 client accounts, just 6% are held by high-net-worth investors who have more than $1 million in assets available to invest. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fee schedules typically vary depending on which services are offered. However, fees billed by Avantax Advisory Services most likely include any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

Simi Valley, CA

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$30,968,246,116

CA Average: $3,042,739,679
Total Number of Employees

2,433

CA Average: 49
Total Number of Accounts

123,393

CA Average: 2,315
Average Account Size

$250,972

CA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Eric Cooper Work History

Eric has been registered as a financial advisor for 10 years.*

2021 - Present (3 years)

Avantax Insurance Agencysm And Avantax Insurance Servicessm

2013 - Present (11 years)

Avantax Advisory Services

2009 - Present (15 years)

Avantax Insurance Agency, LLC

2008 - Present (16 years)

Winther And Company

2013 - 2015 (2 years)

Insurelife Insurance Services

2008 - 2023 (15 years)

Avantax Investment Services, 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 Eric Cooper 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 Avantax Advisory Services

Annie Fruge
Irving, TX
Nicholas Randone
Melville, NY
Gabriel Sandler
Ann Arbor, MI
Brandon Melton
Irving, TX
Jeanne Helmar
Lansdale, PA
Shane Ellingson
Irving, TX
Denissia Gordon
Dallas, TX
Neil Nowitzke
Ann Arbor, MI

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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