Paul
Cooney
The Patriot Financial Group, LLC
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About this Advisor
Paul Cooney is a financial advisor based in West Warwick, Rhode Island, working with The Patriot Financial Group, LLC. Paul has previously held positions at Capital Brokerage Corporation, Centurion Capital Group, Inc, Mutual Of America Life Insurance Company, Mutual Of America Securities LLC, The Patriot Financial Group Insurance Agency, LLC, Ivy Wealth Management, and Mutual Of America. Paul has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in Rhode Island. Currently, Paul is part of The Patriot Financial Group, LLC, which operates out of West Warwick, Rhode Island. The firm has 27 offices and 74 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at The Patriot Financial Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Patriot Financial Group, LLC Brokerage Details
$2,119,392,526
74
6,607
$320,780
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Paul Cooney Work History
The Patriot Financial Group Insurance Agency, LLC
Mutual Of America Securities LLC
Mutual Of America Life Insurance Company
Ivy Wealth Management
Mutual Of America Life Insurance Company
Mutual Of America Securities LLC
Mutual Of America Life Insurance Company
Mutual Of America Securities LLC
Mutual Of America
Centurion Capital Group, Inc
Capital Brokerage Corporation
Disclosures
Please visit the SEC profile of Paul Cooney 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 The Patriot Financial Group, LLC
Walpole, MA
West Warwick, RI
Omaha, NE
Shrewsbury, MA
Walpole, MA
Shrewsbury, MA
West Warwick, RI
Walpole, MA
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