David Roth
Advisor at Cooper McManus
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cooper McManus
Location
White Salmon, WA 98672
Credentials
Series 63, Series 66
Industry experience
11 years
About
David Roth is a financial advisor with Cooper McManus in White Salmon, WA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Cambridge Investment Research, Securities America Advisors, and Edward Jones. Roth also works as an independent insurance agent for various companies. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm employs a tailored investment process using fundamental analysis and a range of strategies, including options and cryptocurrency products, managing approximately $2.56 billion in discretionary assets.
Client services
Based on Cooper McManus
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Fee options
Financial Planning flat fees up to $400,000; Retirement Plan Consulting flat fees from $750 to $10,000
Some representatives receive commissions from securities sales and insurance products
Financial Planning up to $1,000/hour; Retirement Plan Consulting up to $250/hour
Account minimum: $5,000 Minimum fee: Financial Planning flat fees up to $400,000; Retirement Plan Consulting flat fees $750 to $10,000
Location
107 W Jewett Blvd. Ste 100
White Salmon, WA 98672
Most active in
David R has reported serving >5 clients in these states in the last 12 months.
Washington
Work history
Cambridge Investment Research, Inc.
2023 - Present (3 years)
Cooper McManus Wealth Management
2023 - Present (3 years)
Securities America Advisors
2018 - 2023 (5 years)
Securities America, inc.
2018 - 2023 (5 years)
Geneos Wealth Management Inc
2017 - 2018 (1 year)
Proactive Financial Management
2017 - 2018 (1 year)
Edward Jones
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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