Cooper James Parry
Investment adviser representative at Elevated Capital Advisors, LLC
8 yearsExperience
1 stateRegistered in
$499.1MFirm assets
9 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 fee
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
8 years in the industry.
- Elevated Capital Advisors, LLCApr 2023 to now
- UnemployedFeb 2023 to Apr 2023
- Wi-fiber IncMar 2021 to Jan 2023
- Utah State UniversityAug 2020 to Mar 2021
- Oxbow AcademyJun 2020 to Aug 2020
- South Sanpete School DistrictMar 2015 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (UT).
Elevated Capital Advisors, LLC
$499.1MAssets managed
1,007Clients
21Advisers
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
- 7771544
- Firm CRD
- 226721