Harold Cooley Email & Phone Number
Managing Principal @ Investment Planning & Management, LLC
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Harold Cooley Location
- Chapel Hill, NC, US
Harold Cooley Work
- Managing Principal @ (April 2025 - Present)
- Owner @ (January 2020 - Present)
- Managing Partner @ Navitas Wealth Advisors (January 2020 - April 2025)
- Managing Principal @ (July 1999 - January 2020)
- Vice President @ (January 1990 - June 1999)
- Investment Advisor @ John S. Pullen and Associates (January 1987 - December 1989)
- Registered Representative @ Smith Barney Harris Upham & Company (January 1982 - December 1986)
Harold Cooley Education
- The University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.) (Political Science)
1977-1982 - Mercersburg Academy 1976-1977
- St. Stephen's and St. Agnes School 1965-1977
Harold Cooley Skills
- Series 7
- Series 66
- Series 24
- Strategic Financial Planning
- Investments
- Insurance
- Portfolio Managment
- Estate Planning
- Fixed Annuities
- Wealth Managment
- Retirement Planning
- Finra
- Series 65
- Strategic Financial
Harold Cooley Summary
- Harold Cooley, based in Chapel Hill, NC, US, is currently a Managing Principal at Investment Planning & Management, LLC. Harold Cooley brings experience from previous roles at Lion Street, Navitas Wealth Advisors, Investment Planning & Management, LLC and Financial Analysts. Harold Cooley holds a 1977 - 1982 Bachelor of Arts (B.A.) in Political Science @ The University of North Carolina at Chapel Hill. With a robust skill set that includes Series 7, Series 66, Series 24, Strategic Financial Planning, Investments and more. Harold Cooley has 1 emails and 2 mobile phone numbers on RocketReach.
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