Philip James Cooper
Investment adviser representative at 210 Financial
24 yearsExperience
2 statesRegistered in
$242.8MFirm assets
2 yearsFirm in business
Are you Philip James Cooper? 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
24 years in the industry.
- 210 FinancialMar 2020 to now
- Ae Wealth Management, LLCMay 2017 to now
- Creative Financial Designs, IncMar 2004 to Jan 2017
- Cfd Investments, Inc.Jan 2003 to Jan 2017
- Kingdom Purposes IncJan 2002 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
210 Financial
Legal name: 210 Wealth Management, Inc.
$242.8MAssets managed
1,001Clients
5Advisers
2 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
- 4623196
- Firm CRD
- 328570