Unclaimed Profile

David Scott Mcmanus

COOPER FINANCIAL GROUP·IRVINE, California

SIE, Series 7, Series 24, Series 63CFPClean record25 years registeredCOOPER FINANCIAL GROUP

9870 RESEARCH DRIVE, IRVINE, CA 92618CRD# 2535395Firm CRD# 111458

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Scott Mcmanus · IRVINE, CA

Registration

CRD #2535395 · COOPER FINANCIAL GROUP · 25 years registered

Brand Profile

Not yet started

Career History

COOPER MCMANUS

Jul 2001 – present

GAINSBOROUGH FINANCIAL CONSULTANTS, INC.

May 2011 – Dec 2012

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · July 26, 2001

Years registered · 25

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COOPER FINANCIAL GROUP

CRD 111458 · SEC 801-61944

AUM

$1.6B

Regulatory assets under management

Employees

4,577 client accounts

Services offered by COOPER FINANCIAL GROUP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at COOPER FINANCIAL GROUP →

Introduction

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Frequently Asked Questions

What services does David Scott Mcmanus offer?

David Scott Mcmanus specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in IRVINE, California for a consultation.

What are David Scott Mcmanus's credentials?

David Scott Mcmanus holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Scott Mcmanus located?

David Scott Mcmanus is based in IRVINE, California, working with COOPER FINANCIAL GROUP. Their office serves clients in the IRVINE metropolitan area and surrounding communities.

How does David Scott Mcmanus charge for services?

David Scott Mcmanus's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor/referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COOPER FINANCIAL GROUP?

COOPER FINANCIAL GROUP has approximately 49 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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