Donald
Cooley
Transamerica Financial Advisors, Inc
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About this Advisor
Donald Cooley is a financial advisor who works out of Englewood, Colorado who has 8 years of industry experience. Cooley is an advisor for Transamerica Financial Advisors, Inc. During their career, Cooley has held roles at Geneva Financial, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Rpm Mortgage, Affordable Interest Mortgage, Home Decisions, LLC, B-W Insurance, C2 Financial Corporation, Camelon Energy, LLC, Asian Chamber Of Commerce, Net Law Group Inc, New Capital Finance LLC, Scl Mortgage, LLC and Wealthwave. Cooley has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Colorado. Transamerica Financial Advisors, Inc is an advisory business that has its headquarters in Saint Petersburg, FL. The firm has offices in 286 locations and a total of 1,235 financial advisors. It has $2 billion in total assets among its 59,659 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 18 charitable organizations. Of its 59,659 customer accounts, just 2% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The business offers a diverse array of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fee schedules typically depend on the financial services offered. Fee types billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Donald Cooley Work History
Donald has been registered as a financial advisor for 8 years.*
New Capital Finance LLC
Net Law Group Inc
Asian Chamber Of Commerce
Camelon Energy, LLC
Wealthwave
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Home Decisions, LLC
Scl Mortgage, LLC
Rpm Mortgage
B-W Insurance
C2 Financial Corporation
Geneva Financial
Affordable Interest Mortgage
*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 Donald Cooley 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 Transamerica Financial Advisors, Inc
Campbellsville, KY
Plano, TX
Irvine, CA
Downers Grove, IL
Moorpark, CA
San Diego, CA
Pasadena, CA
Draper, UT
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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