Steven James Lathrop
Investment adviser representative at Cooper Mcmanus
26 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$2.9BFirm assets
Are you Steven James Lathrop? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Cooper McmanusFeb 2026 to now
- Cambridge Investment Research, Inc.Feb 2026 to now
- Cooper Mcmanus d/b/a Richards, Lathrop & AssociatesFeb 2026 to now
- Mariner Wealth AdvisorsDec 2024 to Feb 2026
- Msec, LLCDec 2024 to Feb 2026
- Cambridge Investment Research Advisors, Inc.Jul 2000 to Nov 2024
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (TN).
Cooper Mcmanus
Legal name: Cooper Financial Group
$2.9BAssets managed
3,482Clients
62Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1692739
- Firm CRD
- 111458