Michael
Haymond
Cooper Mcmanus
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About this Advisor
Michael Haymond is a financial advisor who works in Irvine, California with 20 years of relevant experience. Haymond works at Cooper Mcmanus. Haymond has gained experience at Securities America, Inc, Cooper Financial Group and Cambridge Investment Research, Inc. Haymond holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in California and Texas. Cooper Mcmanus is a firm based in Irvine, CA. It has offices in 21 locations and a total of 40 financial advisors. It handles $1 billion in assets under management among its 4,523 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to nine charities and foundations. Of its 4,523 client accounts, just 11% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Cooper Mcmanus provides a broad range of services, such as 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. Fees for financial advisory services usually depend on which services the firm provides the client. Fees charged by Cooper Mcmanus can be comprised of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cooper Mcmanus Brokerage Details
$1,296,801,066
40
4,523
$286,713
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
Michael Haymond Work History
Michael has been registered as a financial advisor for 20 years.*
Cambridge Investment Research, Inc
Cooper Financial Group
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 Michael Haymond 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
Irvine, CA
Irvine, CA
Santa Ynez, CA
Irvine, CA
Irvine, CA
Long Beach, CA
Irvine, CA
Thousand Oaks, 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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