RB
Raymond Brent Cooley
CRD 2361861
Personal Financial Specialist
Firms
| Firm | Role | As of |
|---|---|---|
| Waverly Advisors, Llc | Registered representative | 07/20/2026 |
| Wealthplans, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Wealthplans, Llc
Member And Chief Compliance Officer · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗