Terry Dale Cooper

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2008 → 02/2025
  Concourse Financial Group Securities Inc
  Cumming, GA
• 04/2009 → 12/2019
  (Dba) Legacy Financial Partners Llc
  Cumming, GA
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Cumming, GA
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2008-09-11 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Lawrencevill, GA
  Cumming, GA
  Lawrencevill, GA
  Cumming, GA
  Birmingham, AL

Other Businesses

INSURANCE; Investment Related; Cumming, GA; Insurance; Adviser/Agent; Start Date 04/2009; 0 to 20 hours per month with those 0 to 20 hours per month occurring during trading hours; I provide insurance services to clients on an as-needed basis with that insurance business being processed through insurance broker/BGA, Milner Financial Inc which is located in Lawrenceville, GA.

Exams

• S66 Uniform Combined State Law Examination
  2008-09-02