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Gregory H. Cooley
IGNITE PLANNERS LLC
Corinth, MS 38834
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CRD#: 2876905
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Professional summary
Gregory Howard Cooley, CFP®, who also goes by Greg Cooley, is a registered financial advisor currently at IGNITE PLANNERS LLC located in Corinth, Mississippi.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Gregory has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Greg Cooley
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.
1)Cruise Street Management 409 Cruise Street Start Date: 12/31/1999 Title: Managing Member NON-Investment Related Nature: Real Estate Management Duties: Managing Apartments, Farm, and Timberland Approximately 10 hours per month spent on OBA Approximately 5 hours per month spend on OBA during Market Hours Compensation: yearly rent distribution and timber sales 2)First United Methodist Church of Corinth 901 N. Fillmore Street, Corinth, MS 38834 Serving the Church in Ministry and Administration Non-investment related Chairperson of Admin Board-FUMC Aiding in determining church policy and administration 01/01/2016 5 hours spent per month; .5 hours spent during market hours 3)Cooley and Labas Financial Advisors, PLLC This entity is DBA for Registered Reps Gregory Cooley and Andrew Labas Investment related Co-Owner Provide financial advice to current and prospective clients 12/28/2016 150 hours spent per month; 8 hours spent during market hours 4) Corinth Rotary Club - P O Box 246 Corinth, MS 38835 Nature of Business: volunteerism Investment Related: No Business Position: member of Corinth Rotary Club for over 20 years, not an officer, have no control of funds Business Duties: work for the community Business Start Date: 06/01/1996 Approximately five hours spent on this OBA monthly, with four during market hours.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Howard Cooley'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®
CFP®
Start date: 2000
Experience
Current
January 11, 2018 - Present
IGNITE PLANNERS LLC
Office #1: 409 Cruise Street, Corinth, MS 38834RIA
CRD#: 289797
Corinth, MS
Past
August 24, 2018 - September 19, 2024
STONEX SECURITIES INC.
BD
CRD#: 18456
Corinth, MS
Past
November 1, 2017 - August 29, 2018
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
CORINTH, MS
Past
November 1, 2017 - August 29, 2018
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
CORINTH, MS
Past
January 12, 2006 - November 1, 2017
GIRARD SECURITIES, INC.
RIA
CRD#: 18697
CORINTH, MS
Past
April 29, 2004 - November 1, 2017
GIRARD SECURITIES, INC.
BD
CRD#: 18697
CORINTH, MS
Past
April 24, 1997 - April 30, 2004
MAIN STREET MANAGEMENT COMPANY
BD
CRD#: 547
BOSTON, MA
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".
IP
IGNITE PLANNERS LLC
ATLAS INVESTMENT MANAGEMENT | TRINITY ADVISOR GROUP | SB WEALTH | RETIREMENT SOLUTIONS | INTEGRITY WEALTH MANAGEMENT | IGNITE PLANNERS LLC | COOLEY & LABAS FINANCIAL | CAMDEN ADVISORS, LLC
CRD#: 289797 / SEC#: 801-112029
RIA
Registered Investment Advisory firm - (11/13/2017 Approved)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.Highlighted states indicate IAR registrations
IAR
California(1/11/2018)
IAR
Mississippi(1/25/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IP
IGNITE PLANNERS LLC
ATLAS INVESTMENT MANAGEMENT | TRINITY ADVISOR GROUP | SB WEALTH | RETIREMENT SOLUTIONS | INTEGRITY WEALTH MANAGEMENT | IGNITE PLANNERS LLC | COOLEY & LABAS FINANCIAL | CAMDEN ADVISORS, LLC
CRD#: 289797 / SEC#: 801-112029
RIA
Registered Investment Advisory firm - (11/13/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
109 E. Escalones, San Clemente, CA 92672
Mailing Address
Phone number
(619) 504-1907
Established
Firm type
Fiscal year end
# of Employees
36
SEC notice filing (25 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,892 |
| AUM (Assets Under Management) | $ 941,775,371 |
Red Flags
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Company Information
IGNITE PLANNERS LLC
CRD#: 289797Corinth, MS 38834TRUST BUT VERIFY
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