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WC

Wilfred N. Cooper, Jr.

WNC CAPITAL
Irvine, CA 92614-6404
Some features on this profile are disabled
CRD#: 1966513
WC

Professional summary


Wilfred Newbury Cooper, Jr. JR, who also goes by Wilfred Newbury Cooper Jr, is a registered financial professional currently at WNC CAPITAL CORPORATION located in Irvine, California.

Wilfred is registered as a RR (Registered Representative) and started their career in finance in 1989. Wilfred has worked at 3 firms and has passed the Series 63, SIE, Series 22 and Series 39 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Wilfred Newbury Cooper Jr

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Wilfred Newbury Cooper, Jr. JR's 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

July 20, 1994 - Present

WNC CAPITAL CORPORATION

Office #1: 17782 Skypark Circle, Irvine, CA 92614-6404Office #2: 17782 Skypark Circle, Irvine, CA 92614-6404
BD
CRD#: 36174
Irvine, CA
Past

October 19, 1990 - July 29, 1994

U.S. SECURITIES CLEARING CORP.

BD
CRD#: 15403
SAN DIEGO, CA
Past

December 15, 1989 - October 19, 1990

SIGNATURE EQUITIES CORPORATION

BD
CRD#: 23787

State Registrations and Notice Filings


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

RR
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

RR
Alabama
(1/19/2010)
RR
Alaska
(1/19/2010)
RR
Arizona
(1/19/2010)
RR
Arkansas
(11/6/2009)
RR
California
(7/22/1994)
RR
Colorado
(1/19/2010)
RR
Connecticut
(1/19/2010)
RR
Delaware
(1/19/2010)
RR
District of Columbia
(1/19/2010)
RR
Florida
(1/19/2010)
RR
Georgia
(1/19/2010)
RR
Hawaii
(1/19/2010)
RR
Idaho
(1/19/2010)
RR
Illinois
(11/6/2009)
RR
Indiana
(1/19/2010)
RR
Iowa
(1/19/2010)
RR
Kansas
(1/19/2010)
RR
Kentucky
(1/19/2010)
RR
Louisiana
(1/19/2010)
RR
Maine
(6/2/2010)
RR
Maryland
(1/14/2010)
RR
Massachusetts
(1/19/2010)
RR
Michigan
(1/19/2010)
RR
Minnesota
(1/19/2010)
RR
Mississippi
(1/19/2010)
RR
Missouri
(1/19/2010)
RR
Montana
(1/19/2010)
RR
Nebraska
(1/19/2010)
RR
Nevada
(1/19/2010)
RR
New Hampshire
(9/21/2010)
RR
New Jersey
(1/19/2010)
RR
New Mexico
(11/11/2009)
RR
New York
(1/14/2010)
RR
North Carolina
(1/20/2010)
RR
North Dakota
(1/19/2010)
RR
Ohio
(1/20/2010)
RR
Oklahoma
(1/19/2010)
RR
Oregon
(1/19/2010)
RR
Pennsylvania
(1/19/2010)
RR
Rhode Island
(7/6/2010)
RR
South Carolina
(1/19/2010)
RR
South Dakota
(11/6/2009)
RR
Tennessee
(1/19/2010)
RR
Texas
(12/1/2009)
RR
Utah
(1/19/2010)
RR
Vermont
(1/19/2010)
RR
Virginia
(1/19/2010)
RR
Washington
(1/19/2010)
RR
West Virginia
(1/19/2010)
RR
Wisconsin
(1/19/2010)
RR
Wyoming
(6/2/2010)

Exams


State Security Law Exam
RR
Series 63
Date: 11/11/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


WC
WNC CAPITAL CORPORATION
WNC CAPITAL CORPORATION

CRD#: 36174 / SEC#: , 8-47101

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
17782 Skypark Circle, Irvine, CA 92614-6404
Mailing Address
17782 Skypark Circle, Irvine, CA 92614-6404
Phone number
(714) 662-5565
Established
California since 02/23/1994
Firm type
Corporation
Fiscal year end
August
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
WNC & ASSOCIATES, INC.SHAREHOLDER
COOPER, WILFRED NDIRECTOR
COOPER, WILFRED NEWBURY JRDIRECTOR, CEO, PRESIDENT1966513
VALLEJO, BRADLEY JASONCCO/AMLCO7621742
WENK, MELANIE RAEFINOP/PFO/POO6244000

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.

Company Information


WNC CAPITAL CORPORATION

CRD#: 36174Irvine, CA 92614-6404

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