Cooper A. Taylor

SOUNDING LINE WEALTH MANAGEMENT

DURHAM, NC

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CRD#: 8015246

Professional summary

Cooper A Taylor is a registered financial advisor currently at SOUNDING LINE WEALTH MANAGEMENT, LLC located in Durham, North Carolina.

Cooper is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Cooper has worked at 2 firms .

At a Glance

Always Fiduciary

Aliases

None

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 Cooper A Taylor'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 23, 2026 - Present

SOUNDING LINE WEALTH MANAGEMENT, LLC

RIA

CRD#: 343232

DURHAM, NC

Past

February 28, 2025 - July 22, 2026

SALEM INVESTMENT COUNSELORS INC

RIA

CRD#: 104855

Durham, NC

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

North Carolina
(7/23/2026)

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

Current Firm

SOUNDING LINE WEALTH MANAGEMENT, LLC

SOUNDING LINE WEALTH MANAGEMENT | SOUNDING LINE WEALTH MANAGEMENT, LLC

CRD#: 343232 / SEC#:

North Carolina

Registered Investment Advisory firm - (7/23/2026 Approved)

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Contact information

Main Address

Durham, NC

Mailing Address

Phone number

(678) 982-7750

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Cooper A. Taylor

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cooper A Taylor's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOUNDING LINE WEALTH MANAGEMENT, LLC

SALEM INVESTMENT COUNSELORS INC

State Registrations and Notice Filings

Exams

Current Firm

SOUNDING LINE WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

SOUNDING LINE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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