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Raymond Brent Cooley

WEALTHPLANS, LLC·FREDERICK, Maryland
Unclaimed Profile
5970 FREDERICK CROSSING LANE, FREDERICK, MD 21704CRD# 2361861Firm CRD# 311560
01

About

Raymond Brent Cooley is a registered financial advisor based in FREDERICK, Maryland, affiliated with WEALTHPLANS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WEALTHPLANS, LLC
WEALTHPLANS, LLC
AUM
$156M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at WEALTHPLANS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2361861
Firm CRD# 311560
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Raymond Brent Cooley offer?
Raymond Brent Cooley specializes in Financial Planning, Investment Management. Contact their office in FREDERICK, Maryland for a consultation.
What are Raymond Brent Cooley's credentials?
Raymond Brent Cooley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Raymond Brent Cooley located?
Raymond Brent Cooley is based in FREDERICK, Maryland, working with WEALTHPLANS, LLC. Their office serves clients in the FREDERICK metropolitan area and surrounding communities.
How does Raymond Brent Cooley charge for services?
Raymond Brent Cooley's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTHPLANS, LLC?
WEALTHPLANS, LLC has approximately 1 employees and manages $156M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Maryland
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City Guides
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