Unclaimed Profile

Craig Finch Cooper

RINCON PACIFIC MANAGEMENT INC·MISSION VIEJO, California

SIE, Series 000, Series 1, Series 24, Series 41, Series 63Clean record24 years registeredRINCON PACIFIC MANAGEMENT INC

27401 LOS ALTOS SUITE 270, MISSION VIEJO, CA 92691CRD# 53483Firm CRD# 108126

Profile Verification

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

Identity

Craig Finch Cooper · MISSION VIEJO, CA

Registration

CRD #53483 · RINCON PACIFIC MANAGEMENT INC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RINCON PACIFIC MANAGEMENT INC

CETERA ADVISOR NETWORKS LLC

Nov 2017 – Nov 2017

MISSION VIEJO, CA

RINCON PACIFIC MANAGEMENT INC

Apr 2012 – Nov 2018

MISSION VIEJO, CA

GIRARD SECURITIES, INC.

Aug 2002 – Nov 2017

MISSION VIEJO, CA

SPELMAN & CO INC

May 2002 – Sep 2002

SAN CLEMENTE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 000

Series 1

Series 24

Series 41

Series 63

Registration record

First registered · May 31, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RINCON PACIFIC MANAGEMENT INC

CRD 108126 · SEC 801-113278

AUM

$221M

Regulatory assets under management

Employees

476 client accounts

Services offered by RINCON PACIFIC MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RINCON PACIFIC MANAGEMENT INC →

Introduction

Speak with Craig

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Craig is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MISSION VIEJO?

Browse all registered financial advisors in MISSION VIEJO, California or claim this profile if it's yours.

Browse MISSION VIEJO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Craig Finch Cooper offer?

Craig Finch Cooper specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Craig Finch Cooper's credentials?

Craig Finch Cooper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Craig Finch Cooper located?

Craig Finch Cooper is based in MISSION VIEJO, California, last registered with RINCON PACIFIC MANAGEMENT INC.

How does Craig Finch Cooper charge for services?

Craig Finch Cooper's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RINCON PACIFIC MANAGEMENT INC?

RINCON PACIFIC MANAGEMENT INC has approximately 4 employees and manages $221M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →