Christian Patrick Richards
Investment adviser representative at Cooper Mcmanus
12 yearsExperience
1 stateRegistered in
$2.9BFirm assets
23 yearsFirm in business
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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
12 years in the industry.
- Cooper McmanusJan 2026 to now
- Cambridge Investment Research, Inc.Jan 2026 to now
- Cooper Mcmanus d/b/a Richards, Lathrop and AssociatesJan 2026 to now
- Mariner Wealth AdvisorsDec 2024 to Jan 2026
- Newport AdvisoryJan 2017 to Nov 2024
- David Meltzer & Associates, IncSep 2014 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2013
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
- 5956895
- Firm CRD
- 111458