CC
Christopher T. Cooper
FORTIS CAPITAL ADVISORS
O'Fallon, MO 63368
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CRD#: 4120901
CC
Professional summary
Christopher Taylor Cooper, who also goes by Chris Cooper, is a registered financial advisor currently at FORTIS CAPITAL ADVISORS, LLC located in O'fallon, Missouri.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Christopher has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chris 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.
1) Serenity Wealth Management; Investment-related; 2315 Technology Dr. Suite 121 O'Fallon, MO 63368; Insurance sales; President; President; 01/2021; Approx. 160 hours/month; Approx. 130 hours/month during trading hours; Insurance (life and permanent) along with fixed index annuities where applicable. 2) Chris Cooper; Investment-related; 2315 Technology Dr. Suite 121 O'Fallon, MO 63368; Insurance sales; Licensed Insurance Agent; Licensed Insurance Agent; 01/2021; Approx. 160 hours/month; Approx. 130 hours/month during trading hours; Insurance (life and permanent) along with fixed index annuities where applicable.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Taylor Cooper'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®
NoneExperience
Current
May 20, 2024 - Present
FORTIS CAPITAL ADVISORS, LLC
Office #1: 2315 Technology Dr. Suite 121, O'fallon, MO 63368RIA
CRD#: 309709
O'Fallon, MO
Past
September 30, 2023 - July 31, 2024
OWLFI
RIA
CRD#: 311854
Weldon Spring, MO
Past
May 13, 2021 - September 29, 2023
SIMPLICITY WEALTH
RIA
CRD#: 300572
Weldon Spring, MO
Past
August 18, 2000 - November 6, 2002
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
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".
FC
FORTIS CAPITAL ADVISORS, LLC
ARCHER WEALTH PLANNING | WESTLAKE WEALTH MANAGEMENT, LLC | UNITED SUCCESS BUSINESS ADVISORY LLC | TURMAN FINANCIAL GROUP, LLC | TRUVIUM CAPITAL PARTNERS | TIMBER POINT CAPITAL MANAGEMENT | SJ BOYLE WEALTH PLANNING, LLC | SERENITY WEALTH MANAGEMENT | RAPPS & ASSOCIATES | PFS ADVISORS, LLC | NEXT HORIZON ADVISORS, LLC | NETWORK 1 FINANCIAL PRIVATE WEALTH MANAGEMENT | LRVS ADVISORY GROUP | JOSHPE FINANCIAL | ISAAC FINANCIAL | HORIZON PRIVATE WEALTH | GRATUS WEALTH MANAGEMENT | GENERATIONS WEALTH PARTNERS | FORTIS CAPITAL ADVISORS, LLC | COPA WEALTH STRATEGIES | COMPASS WEALTH SOLUTIONS | CLEARPATH FINANCIAL | BE INVESTMENT MANAGEMENT | AWS WEALTH MANAGEMENT
CRD#: 309709 / SEC#: 801-119354
RIA
Registered Investment Advisory firm - (8/28/2020 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
Missouri(5/20/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
FC
FORTIS CAPITAL ADVISORS, LLC
ARCHER WEALTH PLANNING | WESTLAKE WEALTH MANAGEMENT, LLC | UNITED SUCCESS BUSINESS ADVISORY LLC | TURMAN FINANCIAL GROUP, LLC | TRUVIUM CAPITAL PARTNERS | TIMBER POINT CAPITAL MANAGEMENT | SJ BOYLE WEALTH PLANNING, LLC | SERENITY WEALTH MANAGEMENT | RAPPS & ASSOCIATES | PFS ADVISORS, LLC | NEXT HORIZON ADVISORS, LLC | NETWORK 1 FINANCIAL PRIVATE WEALTH MANAGEMENT | LRVS ADVISORY GROUP | JOSHPE FINANCIAL | ISAAC FINANCIAL | HORIZON PRIVATE WEALTH | GRATUS WEALTH MANAGEMENT | GENERATIONS WEALTH PARTNERS | FORTIS CAPITAL ADVISORS, LLC | COPA WEALTH STRATEGIES | COMPASS WEALTH SOLUTIONS | CLEARPATH FINANCIAL | BE INVESTMENT MANAGEMENT | AWS WEALTH MANAGEMENT
CRD#: 309709 / SEC#: 801-119354
RIA
Registered Investment Advisory firm - (8/28/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7301 Mission Road Suite 326, Prairie Village, KS 66208
Mailing Address
Phone number
(913) 222-8862
Established
Firm type
Fiscal year end
# of Employees
69
SEC notice filing (33 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,774 |
| AUM (Assets Under Management) | $ 1,212,196,068 |
Red Flags
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Company Information
FORTIS CAPITAL ADVISORS, LLC
CRD#: 309709O'fallon, MO 63368TRUST BUT VERIFY
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