Christopher Allan Cooley
Investment adviser representative at Kingswood Wealth Advisors, LLC
23 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.8BFirm assets
Are you Christopher Allan Cooley? 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- M Holdings Securities, Inc.Sep 2025 to now
- Kingswood Wealth Advisors, LLCJun 2024 to now
- The Leaders Group IncMay 2022 to now
- Npf Investments, Inc. dba Lapels Dry CleaningSep 2017 to now
- Eudaimonia Partners, LLCMay 2022 to Sep 2025
- Prosperity Life Advisory Group, LLCMay 2022 to Sep 2025
- Raymond JamesMar 2003 to May 2022
- Raymond James Financial ServicesMar 2003 to May 2022
- Tpg FinancialMar 2003 to May 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Kingswood Wealth Advisors, LLC
$3.8BAssets managed
11,425Clients
122Advisers
9 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
- 2342178
- Firm CRD
- 288792