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Robert Paterson Cope

Robert P. Cope

COPE PRIVATE WEALTH
BIRMINGHAM, AL 35209
Some features on this profile are disabled
CRD#: 6651051
Robert Paterson Cope

Professional summary

Robert Paterson Cope, CFP®, CPWA®, who also goes by Bobby Cope, is a registered financial advisor currently at COPE PRIVATE WEALTH located in Birmingham, Alabama.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Robert has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bobby Cope

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) - RIA

Click below to view Robert Paterson Cope'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®

Certified Financial Planner

Start date: 2019

CPWA®

Certified Private Wealth Advisor

Start date: 2022-05-05

Expire date: 2024-04-30

Experience

Current

November 17, 2020 - Present

COPE PRIVATE WEALTH

Office #1: 2000 Southbridge Parkway Suite 625, Birmingham, AL 35209
RIA
CRD#: 309351
BIRMINGHAM, AL
Past

January 6, 2020 - November 17, 2020

RFG ADVISORY, LLC

RIA
CRD#: 158401
BIRMINGHAM, AL
Past

January 6, 2020 - November 16, 2020

PRIVATE CLIENT SERVICES, LLC

BD
CRD#: 120222
Birmingham, AL
Past

September 15, 2017 - January 6, 2020

WILLIS JOHNSON & ASSOCIATES, INC.

RIA
CRD#: 119759
HOUSTON, TX
Past

August 21, 2017 - January 24, 2018

FSC SECURITIES CORPORATION

BD
CRD#: 7461
HOUSTON, TX

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
Alabama
(11/17/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/15/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/24/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/29/2017
General Securities Representative Examination

Current Firm

CP
COPE PRIVATE WEALTH
COPE PRIVATE WEALTH | D. PATERSON COPE WEALTH MANAGEMENT LLC

CRD#: 309351 / SEC#:

Alabama
Registered Investment Advisory firm - (11/17/2020 Approved)
Texas
Registered Investment Advisory firm - (1/5/2021 Conditional Restricted)
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Contact information

Main Address
2000 Southbridge Parkway Suite 625, Birmingham, AL 35209
Mailing Address
Phone number
(205) 223-3625
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts250
AUM (Assets Under Management)$ 75,000,000

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.

Company Information

COPE PRIVATE WEALTH

CRD#: 309351Birmingham, AL 35209

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