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Parker Reed Johnson

COOPER CAPITAL ADVISORS, LLC·ENCINITAS, California
SIE, Series 6, Series 7, Series 63, Series 65Clean record6 years registeredCOOPER CAPITAL ADVISORS, LLC
280 N COAST HIGHWAY 101, ENCINITAS, CA 92024CRD# 6559355Firm CRD# 305121

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Parker Reed Johnson · ENCINITAS, CA
Registration
CRD #6559355 · COOPER CAPITAL ADVISORS, LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

Jan 2020present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · January 15, 2020
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COOPER CAPITAL ADVISORS, LLC
CRD 305121 · SEC 801-117210
AUM
$203M
Regulatory assets under management
Employees
4
441 client accounts
Services offered by COOPER CAPITAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Parker Reed Johnson offer?
Parker Reed Johnson specializes in Financial Planning, Investment Management. Contact their office in ENCINITAS, California for a consultation.
What are Parker Reed Johnson's credentials?
Parker Reed Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Parker Reed Johnson located?
Parker Reed Johnson is based in ENCINITAS, California, working with COOPER CAPITAL ADVISORS, LLC. Their office serves clients in the ENCINITAS metropolitan area and surrounding communities.
How does Parker Reed Johnson charge for services?
Parker Reed Johnson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COOPER CAPITAL ADVISORS, LLC?
COOPER CAPITAL ADVISORS, LLC has approximately 4 employees and manages $203M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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