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Larry Cooper

Advisor at L. Cooper Investments

Updated today

Firm

L. Cooper Investments

Location

San Antonio, TX

Credentials

CFA®

Industry experience

13 years

About

Larry Cooper is a CFA® charterholder with 43 years of experience in the financial industry. He is the sole advisor at L. Cooper Investments, an independent firm based in San Antonio, TX, where he has been providing advisory services since 1983. L. Cooper Investments offers discretionary investment advisory and portfolio management services to individual investors, trusts, estates, charitable organizations, and institutional clients. The firm employs both fundamental and technical analysis to manage a mix of long-term holdings and short-term trading strategies tailored to clients’ financial goals and risk tolerances.

Client services

Based on L. Cooper Investments

Portfolio management

Expertise

Based on L. Cooper Investments

Active portfolio management

Fee options

Percentage

$0 - $500,000: 1.5% $500,000 - $1,000,000: 1.0% $1,000,000+: 0.5%

Other

Fee-only: Firm is a fee-only investment adviser; does not receive commissions or other compensation from sales of securities.

Location

San Antonio, TX

Most active in

Texas

Work history

L. Cooper Investments

1983 - Present (43 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John N

Series 63

San Antonio, TX

The Legacy Collaborative, Inc.

Business succession planning Charitable giving & philanthropy Wealth management Founder/Business Owner

Tess D

CFP®

San Antonio, TX

Complete View Financial LLC

Hello, I'm Tess Downing. I am the founder and lead financial advisor of Complete View Financial LLC, a fee-only financial planning firm serving individuals and families who are either retired or nearing retirement. We are retirement-focused and specialize in planning and collaborating with retirees to make the most of their financial journey. We want to partner with you in your journey by helping you set financial goals and empowering you with the financial knowledge you need for success through transparent and honest guidance. Our mission is to provide clients with peace of mind regarding their financial picture so they are able to focus on the things that matter most to them. Since our inception, we have spent numerous hours collaborating with those preparing for retirement and current retirees to better understand the true concerns, aspirations, and desires that lie ahead for late adulthood. I have been named to the Investment News list of “40 Under 40” which features the best professionals among the financial advice industry’s up-and-comers. I have also been repeatedly recognized in Northern Virginia Magazine’s list of Top Financial Advisors. I earned my Master of Business Administration degree from Texas Tech University. I also graduated magna cum laude with a Bachelor of Science in Personal Financial Planning from TTU. Before founding Complete View Financial, I worked in the fee-only financial planning and investment management industry with highly reputable firms on the East Coast. On a personal note, when I am not working with clients, I am with my family, my husband and two daughters. We have our hands full and typically have busy weekends with swim parties, ballet, family visits, and movie nights. We love to travel and are now hoping to pass on that passion to our children. When I do manage to escape for a night, I enjoy trying the best new restaurants which then necessitates being a body pump fanatic at my local gym.

Passive / index investing Established Professionals Baby Boomers (Born 1946-1964)
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Passive / index investing Active portfolio management
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General retirement planning Income planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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Bryce C

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Options & derivatives strategies Real estate investing Founder/Business Owner
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Michael W

Series 65

San Antonio, TX

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Concentrated stock management
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