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Kevin Matthew Cooper

Investment adviser representative at Becker Capital Management, Inc.
29 yearsExperience
2 statesRegistered in
$5.7BFirm assets
49 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

Experience

29 years in the industry.

  1. Becker Capital Management, Inc.May 2026 to now
  2. Becker CapitalFeb 2026 to now
  3. Wells Fargo BankApr 2020 to Dec 2025
  4. UnemployedSep 2019 to Apr 2020
  5. Capital Lending Resources, Inc.Jan 1997 to Sep 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 2 states (CA, OR).

Becker Capital Management, Inc.

Legal name: Becker Capital Management Inc

$5.7BAssets managed
841Clients
23Advisers
49 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
8265425
Firm CRD
110489
Advisor's SEC record (opens in a new tab)
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