Arthur Young Cooper

CFP

37 Years of Experience

2 DisclosuresBrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingBusiness OwnersHigh Net Worth

Cooper Mcmanus

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

57 advisors

Number of Clients

3,238 clients

Average Client Portfolio

$791K average

Assets Under Management

$2.6B

Fee Structure

Minimum Investment:$5K

Location

9870 Research Drive, Irvine, CA, 92618

Get directions

History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

September 2010

Settled

Customer Dispute

September 2005

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Arthur is a managing director of a registered investment advisor, president of a property management company, and board member of multiple non-public entities. He is also an independent insurance agent and owns investment real estate, dedicating minimal time to the real estate activities.

Employment History

Current Registrations

Cambridge Investment Research, INC.Broker

March 2020 - Present · 5 yrs 11 mos

Cooper Mcmanus

January 2000 - Present · 26 yrs 1 mo

Previous Registrations

Gainsborough Financial Consultants, INC.

May 2011 - December 2012 · 1 yr 7 mos

Securities America, INC.Broker

December 1998 - March 2020 · 21 yrs 3 mos

The Lincoln National Life Insurance CompanyBroker

September 1997 - December 1998 · 1 yr 3 mos

Lincoln Financial Advisors CorporationBroker

August 1997 - December 1998 · 1 yr 4 mos

Ids Life Insurance CompanyBroker

October 1990 - September 1997 · 6 yrs 11 mos

American Express Financial Advisors INC.Broker

October 1990 - September 1997 · 6 yrs 11 mos

First American National Securities, INC.Broker

August 1988 - November 1990 · 2 yrs 3 mos

State Registrations53 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.