William J. Cooper

ACCURATE WEALTH MANAGEMENT

Tampa, FL 33618

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CRD#: 1601957

Professional summary

William Joseph Cooper, who also goes by Bill Cooper Jr, William Joseph Cooper Jr, William Joseph Cooper Jr., William Cooper, William Joseph Cooper, is a registered financial advisor currently at ACCURATE WEALTH MANAGEMENT, LLC located in Tampa, Florida and AAG CAPITAL, INC located in Tampa, Florida.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. William has worked at 18 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Cooper Jr | William Joseph Cooper Jr | William Joseph Cooper Jr. | William Cooper | William Joseph Cooper

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Business: Sale of Medicare Insurance related products and Fixed Life Insurance, non variable life insurance. Address: 13904A BARDMOOR PLACE, Tampa, FL 33618 Compensation: 100% commission, 5% of annual income. Start date: Medicare 2018; Non-Variable Life 1980. Title: Agent Hours: 12 hours per month / 12 hours during trading hours Email: bcooper@healthmarkets.com Duties: Sales and service of health and life insurance policies.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Joseph Cooper's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 29, 2023 - Present

ACCURATE WEALTH MANAGEMENT, LLC

Office #1: 13915 Carrollwood Village Run, Tampa, FL 33618

RIA

CRD#: 298137

Tampa, FL

Current

August 25, 2023 - Present

AAG CAPITAL, INC

Office #1: 13915 Carrollwood Village Run, Tampa, FL 33618

CRD#: 188

Tampa, FL

Past

October 19, 2021 - July 14, 2023

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

MERRIMACK, NH

Past

October 7, 2021 - July 13, 2023

CRD#: 519

FORT WASHINGTON, PA

Past

June 25, 2018 - July 9, 2020

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

Tampa, FL

Past

June 19, 2018 - July 9, 2020

CRD#: 14251

TAMPA, FL

Past

February 14, 1990 - January 5, 1999

METLIFE INVESTORS DISTRIBUTION COMPANY

CRD#: 6695

NEWPORT BEACH, CA

Past

November 15, 1989 - November 5, 1992

BMA FINANCIAL SERVICES, INC.

CRD#: 7943

KANSAS CITY, MO

Past

January 8, 1987 - September 6, 1988

PAMCO SECURITIES AND INSURANCE SERVICES

CRD#: 11028

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ACCURATE WEALTH MANAGEMENT, LLC

CRD#: 298137 / SEC#: 801-117600

RIA

Registered Investment Advisory firm - (11/6/2019 Approved)

Florida

Registered Investment Advisory firm - (11/12/2019 Terminated)

New Jersey

Registered Investment Advisory firm - (11/30/2019 Terminated)

Tennessee

Registered Investment Advisory firm - (11/13/2019 Terminated)

Texas

Registered Investment Advisory firm - (11/12/2019 Terminated)

Wisconsin

Registered Investment Advisory firm - (11/12/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(8/25/2023)

IAR

Florida
(9/29/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 9/28/2006

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/22/2002

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/15/2017

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/24/1986

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

ACCURATE WEALTH MANAGEMENT, LLC

CRD#: 298137 / SEC#: 801-117600

RIA

Registered Investment Advisory firm - (11/6/2019 Approved)

Florida

Registered Investment Advisory firm - (11/12/2019 Terminated)

New Jersey

Registered Investment Advisory firm - (11/30/2019 Terminated)

Tennessee

Registered Investment Advisory firm - (11/13/2019 Terminated)

Texas

Registered Investment Advisory firm - (11/12/2019 Terminated)

Wisconsin

Registered Investment Advisory firm - (11/12/2019 Terminated)

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Contact information

Main Address

2211 Ashley Oaks Circle, Wesley Chapel, FL 33544

Mailing Address

Phone number

(813) 994-0984

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/26/2025)

WRAP FEE BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	5,363
AUM (Assets Under Management)	$ 1,148,887,091

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

William J. Cooper

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Joseph Cooper's CRS (Customer Relationship Summary).

Certified licenses

Experience

AAG CAPITAL, INC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

CAPITAL ANALYSTS

LINCOLN INVESTMENT

LINCOLN INVESTMENT

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

MORGAN STANLEY

MORGAN STANLEY

TAYLOR CAPITAL MANAGEMENT INC.

DTRT ADVISORS, LLC

REALTA EQUITIES, INC.

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

METLIFE INVESTORS DISTRIBUTION COMPANY

BMA FINANCIAL SERVICES, INC.

PAMCO SECURITIES AND INSURANCE SERVICES

Primary Firm SEC Registration

ACCURATE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/28/2006

Series 65

Date: 8/22/2002

SIE

Date: 10/1/2018

Series 7

Date: 6/15/2017

Series 6

Date: 11/24/1986

FINRA

Current Firm

ACCURATE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACCURATE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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