Davita
Alford-Cooper

Law & Associates Inc

CRD#1913963
Investment Advisor
in Glen Echo, MD

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About this Advisor

Davita Alford-Cooper is a certified financial planner operating in Glen Echo, Maryland with 4 years of industry experience. Alford-Cooper currently works for Law & Associates Inc. Alford-Cooper has gained experience at Strategic Wealth Management Group, LLC, National Job Corp, Howard Community College, Law & Associates, Inc, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc and Davita Financial Planning LLC. Alford-Cooper holds a Series 63 license, designating them as a securities broker, and is approved to operate in Maryland. Law & Associates Inc is an advisory business headquartered in Glen Echo, MD. It oversees $228 million in assets under management among its 1,025 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm provides services to two charitable organizations. Of its 1,025 accounts, 37% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Law & Associates Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, publication of newsletters, educational seminars and other services. Fees charged by financial advisors usually vary depending on which service is provided. However, fees charged by Law & Associates Inc likely include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

6111 Tulane Ave
Glen Echo, MD 20812-1205

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Law & Associates Inc Brokerage Details

Total Assets Under Management

$228,011,873

MD Average: $6,889,882,315
Total Number of Employees

6

MD Average: 45
Total Number of Accounts

1,025

MD Average: 765
Average Account Size

$222,451

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Davita Alford-Cooper Work History

Davita has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Raymond James Financial Services Advisors Inc

2018 - Present (6 years)

Law & Associates, Inc

2018 - Present (6 years)

Raymond James Financial Services, Inc

2016 - Present (8 years)

Howard Community College

2016 - Present (8 years)

Davita Financial Planning LLC

2018 - 2018 (< 1 year)

Raymond James Financial Services, Inc

2017 - 2018 (1 year)

National Job Corp

2007 - 2014 (7 years)

Strategic Wealth Management Group, LLC

*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 Davita Alford-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 Law & Associates Inc

Ramzi Baklouti
Glen Echo, MD
Davita Alford-Cooper
Glen Echo, MD
Janice Henderson
Glen Echo, MD

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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