Victoria
Cooper

Centric Advisors, LLC

CRD#4829878
Investment Advisor
in Houston, TX

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About this Advisor

Victoria Cooper is a financial advisor operating in Houston, Texas with a total of 5 years of relevant experience. Cooper is an advisor for Centric Advisors, LLC. The advisor has gained experience at Centric Advisors, LLC (Formerly Majors & Mondragon, LLC) and Stoneturn Group, Llp. Cooper holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Texas. Centric Advisors, LLC is a financial advisory firm based in Houston, TX. It has a total of 20 advisors. It has $151 million in total assets among its 980 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 980 client accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business offers a few services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees depend on which services the firm provides the client. Fee types billed by Centric Advisors, LLC can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

13231 Champion Forest Drive Suite 311
Houston, TX 77069

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Centric Advisors, LLC Brokerage Details

Total Assets Under Management

$150,624,731

TX Average: $3,042,739,679
Total Number of Employees

20

TX Average: 49
Total Number of Accounts

980

TX Average: 2,315
Average Account Size

$153,699

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Victoria Cooper Work History

Victoria has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Centric Advisors, LLC (Formerly Majors & Mondragon, LLC)

2009 - 2018 (9 years)

Stoneturn Group, Llp

*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 Victoria 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 Centric Advisors, LLC

Bently Ford
Houston, TX
Bradley Miller
Houston, TX
Oscar Mondragon
Houston, TX
Zachary Majors
Houston, TX
Lindy Chan
Mountain View, CA
Joseph Ingram
Houston, TX
Victoria Cooper
Houston, TX
Eric Lian
Houston, TX

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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