Talbert G. Cooper

BLACK LAKE CAPITAL

Athens, GA

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CRD#: 4542963

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

T. Gray 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.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Talbert Gray 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®

None

Experience

Current

July 18, 2008 - Present

BLACK LAKE CAPITAL CORP.

RIA

CRD#: 147399

Athens, GA

Past

December 16, 2005 - May 30, 2006

LYDIAN WEALTH MANAGEMENT COMPANY, LLC

RIA

CRD#: 107659

PALM BEACH, FL

Past

August 21, 2003 - July 29, 2004

WELLS FARGO SECURITIES, LLC

CRD#: 126292

CHARLOTTE, NC

Past

August 22, 2002 - September 4, 2003

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

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

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

State Security Law Exam

IAR

Series 65

Date: 12/14/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/21/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52

Date: 8/21/2002

Municipal Securities Representative Examination

Current Firm

BLACK LAKE CAPITAL CORP.

CRD#: 147399 / SEC#:

Florida

Registered Investment Advisory firm - (12/4/2014 Terminated)

Georgia

Registered Investment Advisory firm - (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).

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Contact information

Main Address

Athens, GA

Mailing Address

Phone number

(561) 267-2117

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	25
AUM (Assets Under Management)	$ 17,200,000

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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Talbert G. Cooper

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BLACK LAKE CAPITAL CORP.

LYDIAN WEALTH MANAGEMENT COMPANY, LLC

WELLS FARGO SECURITIES, LLC

WELLS FARGO CLEARING SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/14/2005

Series 63

Date: 3/21/2003

Series 52

Date: 8/21/2002

Current Firm

BLACK LAKE CAPITAL CORP.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLACK LAKE CAPITAL CORP.

TRUST BUT VERIFY

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