Thomas
Cooper
Namcoa
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About this Advisor
Thomas Cooper is a financial advisor based in Naples, Florida, working with Namcoa. Thomas has previously held a position at Naples Asset Management. Thomas has passed the Series 63 regulatory exam and is registered to provide services in Florida. Currently, Thomas is part of Namcoa, which operates out of Naples, Florida. The firm has 19 offices and 17 employees. The firm manages assets totaling $277.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Namcoa includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Namcoa Brokerage Details
$277,669,058
17
368
$754,535
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Thomas Cooper Work History
Naples Asset Management
Disclosures
Please visit the SEC profile of Thomas 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 Namcoa
Naples, FL
Naples, FL
Naples, FL
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Statesville, NC
Estero, FL
Naples, FL
La Jolla, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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