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Overview

Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

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Employer Years Dates
Cooper Lapman Financial, LLC 7 years, 11 months Jan 2009 - Present
Independence Investments LLC 17 years, 8 months Oct 1991 - Jun 2009
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Miriam Flicop Cooper?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Nov 12, 2013
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Jun 21, 2011
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Cooper Lapman Financial, LLC

Last updated on Dec. 5, 2016
    • $135.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 187
      Accounts
    • $723.2K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
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