Wil Smith
Investment adviser representative at Cooper Mcmanus
13 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$2.9BFirm assets
Are you Wil Smith? 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
13 years in the industry.
- Cambridge Research, Inc.Mar 2020 to now
- Cooper McmanusMay 2016 to now
- Cooper Financial GroupMay 2016 to now
- Securities America, Inc.May 2013 to Mar 2020
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4993326
- Firm CRD
- 111458