Martel Cooper

from Defined Financial Planning LLC
SEC regulated
Regulated Investment Advisor
Martel Cooper is a financial advisor based in California, Alameda, with 42 years of experience. Martel currently works for Defined Financial Planning LLC. Martel maintains a S63 license (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Martel Cooper works at Defined Financial Planning LLC
Defined Financial Planning LLC is a financial advisory firm based in Alameda, California. It currently has approximately $67,597,576 of assets under management and employs about 5 people. Defined Financial Planning LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
15 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
2413 Webb Avenue, Suite B, Alameda, California, 94501

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