Unclaimed Profile

Donna Lynne Cooper

BBVA GLOBAL WEALTH ADVISORS, INC.·MIAMI, Florida

SIE, Series 7, Series 9, Series 10, Series 24, Series 31, Series 63, Series 65, Series 79TO, Series 99TOClean record23 years registeredBBVA GLOBAL WEALTH ADVISORS, INC.

501 BRICKELL KEY DRIVE, MIAMI, FL 33131CRD# 2361711Firm CRD# 327326

Profile Verification

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

Identity

Donna Lynne Cooper · MIAMI, FL

Registration

CRD #2361711 · BBVA GLOBAL WEALTH ADVISORS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BBVA GLOBAL WEALTH ADVISORS, INC.

WORTHNET, LLC

Jun 2025 – Aug 2025

Locust Dale, VA

LIBERTY WEALTH MANAGEMENT, LLC

Jul 2021 – Oct 2022

Locust Dale, VA

SUNDANCE BAY

Mar 2021 – Jun 2021

Locust Dale, VA

LAUREL WEALTH ADVISORS, INC.

Jan 2021 – Feb 2021

Locust Dale, VA

LAUREL WEALTH ADVISORS, INC.

Jan 2018 – Dec 2020

Locust Dale, VA

CITIGROUP GLOBAL MARKETS INC.

Mar 2003 – Jun 2004

CHARLOTTESVILLE, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 31

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · March 17, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BBVA GLOBAL WEALTH ADVISORS, INC.

CRD 327326 · SEC 801-129582

AUM

$399M

Regulatory assets under management

Employees

230 client accounts

Services offered by BBVA GLOBAL WEALTH ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BBVA GLOBAL WEALTH ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Donna Lynne Cooper offer?

Donna Lynne Cooper specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Donna Lynne Cooper's credentials?

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

Where is Donna Lynne Cooper located?

Donna Lynne Cooper is based in MIAMI, Florida, last registered with BBVA GLOBAL WEALTH ADVISORS, INC..

How does Donna Lynne Cooper charge for services?

Donna Lynne 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 BBVA GLOBAL WEALTH ADVISORS, INC.?

BBVA GLOBAL WEALTH ADVISORS, INC. has approximately 36 employees and manages $399M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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