Schwab Private Client Investment Advisory, Inc
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About this Advisor
Renee Cooper is a certified financial planner who works in Orlando, Florida, with a total of 20 years of experience as a financial advisor. Cooper is on the advisory team at Schwab Private Client Investment Advisory, Inc. Their career trajectory has included roles at United States Air Force, Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Ameriprise Financial Services Inc, Charles Schwab & Co., Inc, Schwab Private Client Investment Advisor and Real Estate/Property Management. Cooper has Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to operate in Florida. Schwab Private Client Investment Advisory, Inc is a company that has its headquarters in Orlando, Florida. The company has offices in 10 locations and a total of 598 advisors. It manages $90 billion in assets between its 108,791 accounts, placing it among the largest investment advisory firms in the United States by assets under management. Of its 108,791 accounts, 66% belong to high-net-worth investors who have greater than $1 million in assets. Schwab Private Client Investment Advisory, Inc has a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management largely vary depending on which services are provided. Fees billed by Schwab Private Client Investment Advisory, Inc typically consist of other fees.
Certifications and Registrations
Years of Experience
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Schwab Private Client Investment Advisory, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Renee Cooper Work History
Renee has 20 years of experience.
Charles Schwab & Co., Inc
Schwab Private Client Investment Advisor
Ameriprise Financial Services Inc
Real Estate/Property Management
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
United States Air Force
Renee Cooper has no disclosures.
Please visit their SEC profile for more details.