Harold Cooley Email & Phone Number
Managing Principal @ Investment Planning & Management, LLC
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Harold Cooley Location
- Raleigh, NC, US
Harold Cooley Work
- 2025 -now Managing Principal @
- 2020 -now Owner @
- 2020 -2025 Managing Partner @ Navitas Wealth Advisors
- 1999 -2020 Managing Principal @
- 1990 -1999 Vice President @
- 1987 -1989 Investment Advisor @ John S. Pullen and Associates
- 1982 -1986 Registered Representative @ Smith Barney Harris Upham & Company
Harold Cooley Education
- University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.) (Political Science)
1977-1982 - Mercersburg Academy 1976-1977
- St. Stephen's & 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 Raleigh, 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 @ 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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