Cooper McManus

Cooper McManus

Financial Services Irvine, Ca, United States 19 employees
Employees
19
Contacts
4
Emails
4
Phones
2

Cooper McManus Overview

Headquarters
Irvine, Ca, United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
19
Founded
1999
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Cooper McManus

At Cooper McManus, we make the planning all about you. The process of getting to know you – so as to create the most customized plan we can targeted to your specific needs – must precede traditional financial planning. We partner with you to draw out your dreams and wishes for a rich and fulfilling life. We take into consideration not only your financial assets, but your more personal assets, which ultimately determine the direction your financial planning should take. It is this orientation that makes Cooper McManus unique when compared to the average financial planning firm. Cooper McManus is a SEC registered Investment Advisory Firm. Advisory Services offered through Cooper McManus. Securities offered through Securities America, Inc. A Registered Broker/Dealer. Member FINRA (www.finra.org)/SIPC (www.sipc.org). Cooper McManus and Securities America are separate companies. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Securities America and its representatives do not provide tax or legal advice.

Cooper McManus Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
2
50.0% coverage

Cooper McManus Org Chart

Sample employees and titles
Name Title Contact
Jessie Harlan Paraplanner Fpqp®
Email
Gregory Paul Holmes Investment Advisor at Cooper Mcmanus
Email
Sydney Riccio Financial Advisor, Cambridge
Email Phone
Arthur Cooper Registered Principal at Cambridge
Email Phone

Employees by Management Level

Individual contributor 7 profiles
Senior / Lead 2 profiles
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 2 2 1
General 2 2 0

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