Scott Everett Cooper

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1990 → Present
  Economic Concepts, Inc.
  Annadale, NJ
• 08/2011 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2002-07-15 → 2012-04-23
  Economic Concepts Advisory Services Inc
  Annandale, NJ

Other Businesses

1. Economic Concepts, Inc. - part owner of entity created for securities, advisory, and fixed insurance business, investment related. 2. Fixed insurance sales at branch location, investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-07-28

Designations

• Certified Financial Planner