Raymond
Cooley
Wealthplans, LLC
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About this Advisor
Raymond Cooley is a financial advisor based in Frederick, Maryland, working with Wealthplans, LLC. Raymond has previously held positions at Avantax Advisory Services, Avantax Investment Services, Inc, Cooley & Associates, P.C, and Wealthplans, LLC. Raymond has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland and Texas. Currently, Raymond is part of Wealthplans, LLC, which operates out of Frederick, Maryland. The firm has one employee and manages assets totaling $156.0 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Wealthplans, LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
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Wealthplans, LLC Brokerage Details
$156,022,461
1
355
$439,500
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Raymond Cooley Work History
Wealthplans, LLC
Cooley & Associates, P.C
Avantax Advisory Services
Avantax Investment Services, Inc
Disclosures
Please visit the SEC profile of Raymond 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 Wealthplans, LLC
Frederick, MD
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