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Talbert Gray Cooper

BLACK LAKE CAPITAL
ATHENS, GA
·CRD# 4542963·24 years experience

Professional Summary

Talbert Gray Cooper, who also goes by T. Gray Cooper, is a registered financial advisor currently at BLACK LAKE CAPITAL CORP. located in Athens, Georgia. Talbert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Talbert has worked at 4 firms and has passed the Series 65, Series 63 and Series 52 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

T. Gray Cooper

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

24 years in the financial services industry

Current & Past Employments

BLACK LAKE CAPITAL CORP.·CRD# 147399
RIA
Athens, GA
July 18, 2008 - Present
LYDIAN WEALTH MANAGEMENT COMPANY, LLC·CRD# 107659
RIA
Palm Beach, FL
December 16, 2005 - May 30, 2006
WELLS FARGO SECURITIES, LLC·CRD# 126292
BD
Charlotte, NC
August 21, 2003 - July 29, 2004
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
St. Louis, MO
August 22, 2002 - September 4, 2003

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Current Firm

BL
BLACK LAKE CAPITAL CORP.

BLACK LAKE CAPITAL CORP.

CRD#: 147399
Florida
Registered Investment Advisory firm - Florida (12/4/2014 Terminated)
Georgia
Registered Investment Advisory firm - Georgia (3/3/2009 Approved)
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).

Contact Information

Main Address

Athens, GA

Phone Number

(561) 267-2117

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

25

AUM (Assets Under Management)

$17,200,000

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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.

BLACK LAKE CAPITAL CORP. IS SOLELY ENGAGED IN PROVIDING FINANCIAL AND INVESTMENT ADVISORY SERVICES. T. GRAY COOPER IS ALSO ENGAGED IN PROVIDING PRIVATE LAND MANAGEMENT SERVICES FOR A PRIVATE HOLDING. THE TIME SPENT ON THIS ACTIVITY MAY VARY BUT MAY ACCOUNT FOR UP TO 10% OF HIS TIME.

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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.
IAR
Georgia
(3/3/2009)

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.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2005About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2003About the Series 63 exam

Series 52 — Municipal Securities Representative Examination

Passed Aug 2002About the Series 52 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Talbert Gray Cooper's CRS (Customer Relationship Summary).

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