Chuck Cooper
Amministratore Delegato presso StrongBox Wealth LLC
Profilo
Mr. Charles S.
Cooper, III, is a Managing Partner at StrongBox Wealth LLC.
He has been providing financial solutions and wealth management advice to his clients for over 25 years.
Prior to co-founding StrongBox Wealth, he served as Managing Director of Investments for Cooper Wealth Management Group of Wells Fargo Advisors.
He graduated in 1992 from University of Missouri-Columbia with a B.S.
in Business.
Posizioni attive di Chuck Cooper
Società | Posizione | Inizio |
---|---|---|
StrongBox Wealth LLC
StrongBox Wealth LLC Investment ManagersFinance StrongBox Wealth LLC is a SEC-registered investment advisor headquartered in Lee's Summit, Missouri. The firm was founded by Chuck Cooper in 2019 and is owned by StrongBox Partners LLC. StrongBox Wealth provides financial planning and wealth management services for high-net-worth individuals and their families. | Amministratore Delegato | 01/01/2019 |
Precedenti posizioni note di Chuck Cooper
Società | Posizione | Fine |
---|---|---|
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Corporate Officer/Principal | 01/08/2019 |
Formazione di Chuck Cooper
University of Missouri | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Finance |
StrongBox Wealth LLC
StrongBox Wealth LLC Investment ManagersFinance StrongBox Wealth LLC is a SEC-registered investment advisor headquartered in Lee's Summit, Missouri. The firm was founded by Chuck Cooper in 2019 and is owned by StrongBox Partners LLC. StrongBox Wealth provides financial planning and wealth management services for high-net-worth individuals and their families. | Finance |
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