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 @ Investment Planning & Management, LLC
2020 - now Owner @ Lion Street
2020 - 2025 Managing Partner @ Navitas Wealth Advisors

1999 - 2020 Managing Principal @ Investment Planning & Management, LLC
1990 - 1999 Vice President @ Financial Analysts
1987 - 1989 Investment Advisor @ John S. Pullen and Associates
1982 - 1986 Registered Representative @ Smith Barney Harris Upham & Company

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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

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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 4 emails and 2 mobile phone numbers on RocketReach.

Harold Cooley Emails

Found 4 emails

Harold Cooley Phone Numbers

Found 6 phone numbers

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Harold Cooley

Managing Principal at Investment Planning & Management, LLC

Raleigh, NC, US
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