Raymond Brent Cooley

Current Employers

Employment History

• 06/1993 → 01/2021
  Avantax Investment Services, Inc.
  Frederick, MD
• 05/1994 → 01/2021
  Avantax Advisory Services
  Frederick, MD
• 03/1992 → Present
  Cooley & Associates, P.C.
  Frederick, MD
• 05/2026 → Present
  Waverly Advisors, Llc
  Birmingham, AL
• 01/2021 → Present
  Wealthplans, Llc
  Frederick, MD

Previous Registrations

• 1994-05-20 → 2021-01-14
  Avantax Advisory Services
  Frederick, MD
  Frederick, MD

Other Businesses

Cooley & Associates, P.C.~'NIR'~5970 Frederick Crossing Lane, Suite 200~Frederick~MD~21704~Tax Preparation/Accounting~Tax Preparation/Accounting~7/22/1993~140hrs~120hrs~President|Frederick Crossing Realty LLC~'NIR'~5970 Frederick Crossing Lane, Suite 200~Frederick~MD~21704~Rental Property Owner/Management~Partner/General Partner~9/2/2005~1hrs~1hrs~Owner of office building|FC Frederick~'NIR'~PO Box 1163~Frederick~MD~21702~Club/Association Director/Officer~Member of the Board of Directors~12/31/2008~4hrs~0hrs~Board Trustee|Guilford Office Condiminium~'NIR'~178 Thomas Johnson Drive~Suite 201~Frederick~MD~21702~Real Estate~Member of the Board of Directors~1/1/2016~1hrs~0hrs~Attend meetings, budgeting, contract approval for maint. of ground and buildings.|

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-02-28
• S63 Uniform Securities Agent State Law Examination
  1994-01-25

Designations

Other Names

• Raymond Brent Cooley