David
Cooper

Schwab Private Client Investment Advisory, Inc

CRD#4057477
Investment Advisor
in Orlando, FL
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About this Advisor

David Cooper is a certified financial planner who lives in Orlando, Florida. Currently an investment advisor with Schwab Private Client Investment Advisory, Inc, they have accumulated 16 years of professional experience. Cooper has Series 63 and Series 66 licenses, designating the advisor as a securities agent. Cooper can work with clients in Florida and Texas. During their career, Cooper has held roles at Minnesota Life Insurance Company, Nelson Ivest Brokerage Services, Ibis Financial Group, Securian Financial Services, Myriad Financial Services, LLC, Evershore Financial Group, Charles Schwab & Co., Inc and Schwab Private Client Investment Advisory, Inc. Schwab Private Client Investment Advisory, Inc is based out of Orlando, Florida, and operates out of 10 additional locations in the United States. As a company, Schwab Private Client Investment Advisory, Inc oversees $90 billion in assets throughout 108,791 client accounts and retains more than 598 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the United States. Currently 66% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Schwab Private Client Investment Advisory, Inc can provide financial planning services and portfolio management for individuals and small businesses. The firm may charge clients other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Others

Disclosures

No

Office Location

1991 Summit Park Drive
Orlando, FL 32810

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Schwab Private Client Investment Advisory, Inc Brokerage Details

Total Assets Under Management

$90,026,786,406

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

598

FL Average: 43
Total Number of Accounts

108,791

FL Average: 3,727
Average Account Size

$827,521

FL Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

David Cooper Work History

David has 16 years of experience.

2015 - Present (4 years)

Charles Schwab & Co., Inc

2015 - Present (4 years)

Schwab Private Client Investment Advisory, Inc

2011 - 2015 (4 years)

Evershore Financial Group

2009 - 2015 (6 years)

Minnesota Life Insurance Company

2009 - 2011 (2 years)

Ibis Financial Group

2009 - 2015 (6 years)

Securian Financial Services

2005 - 2009 (4 years)

Nelson Ivest Brokerage Services

2002 - 2015 (13 years)

Myriad Financial Services, LLC

Disclosures

David Cooper has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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