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Stephen Rashid Cooper

Advisor at Empower Advisory Group — Lugoff, SC

Updated today

Credentials

Series 63, Series 65

Experience

9 years

Location

Lugoff, SC

Empower Advisory Group logo

Empower Advisory Group

Enterprise

Total advisors

2,004

Across 1,080 offices

Clients per advisor

146 Very High

Avg AUM per client

$565,063 High

HNW client ratio

7% Low

About

Stephen Cooper is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and nine years of industry experience. He previously worked for Wells Fargo Clearing and Wells Fargo Bank over a ten-year span. Outside of finance, he serves as President of the Mallard Creek Crossing Homeowners Association in Charlotte, NC. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to selected retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and managed account solutions within plan lineups chosen by sponsors.

Client services

Based on Empower Advisory Group

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Empower Advisory Group

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)

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Fee options

Fixed

One-time fees: $199, $299, $399, or $499 depending on enrollment and plan; Monthly subscription fees: $15 or $29 depending on enrollment

Subscriptions

Monthly subscription fees of $15 or $29 depending on enrollment; One-time fees as noted above

Location

See office

Lugoff, SC

Lugoff SC

Advisors at this office

1

Most active in

South Carolina

Work history

9 years of industry experience

Empower Financial Services, inc

2026 - Present • 1 year

Greenwood Village, CO

Empower Advisory Group

2026 - Present • 1 year

Greenwood Village, CO

Wells Fargo Clearing

2016 - 2026 • 10 years

Concord, NC

Wells Fargo Advisors, LLC.

2016 - 2016 • 1 year

Concord, NC

Wells FArgo Bank NA

2016 - 2026 • 10 years

Concord, NC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Richard N

CFP®, Series 65

Columbia, SC

William B. Walkup & Associates, Inc.

Richard Newsome is a CFP® certificant with 19 years of industry experience. He has been with William B. Walkup & Associates, Inc. since 2004. William B. Walkup & Associates, Inc. provides discretionary investment supervisory services and financial planning to individuals, trusts, estates, business entities, and pooled investment vehicles, managing approximately $159 million for around 50 clients. The firm combines fundamental and technical analysis with asset-allocation strategies and maintains a medium-to-long-term investment orientation while offering related accounting, tax-preparation, and estate-administration services through affiliated entities.

Real estate investing Options & derivatives strategies
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William W

Series 65

Columbia, SC

William B. Walkup & Associates, Inc.

William Walkup is a Series 65-licensed advisor with 16 years of industry experience. He has been with William B. Walkup & Associates, Inc. since 1992. William B. Walkup & Associates, Inc. provides discretionary investment supervisory services and financial planning to individuals, trusts, estates, business entities, and pooled investment vehicles, managing approximately $159 million for about 50 clients. The firm combines fundamental and technical analysis with asset-allocation strategies and a medium-to-long-term orientation, and offers related accounting, tax-preparation, and estate-administration services through affiliated entities.

Real estate investing Options & derivatives strategies
user avatar

Christopher W

CFA®, Series 65

Columbia, SC

William B. Walkup & Associates, Inc.

Christopher Walkup is a CFA® charterholder and holds a Series 65 license with 16 years of industry experience. He has been with William B. Walkup & Associates, Inc. since 1996. William B. Walkup & Associates, Inc. provides discretionary investment supervisory services and financial planning to individuals, trusts, estates, business entities, and pooled investment vehicles, managing approximately $159 million for roughly 50 clients. The firm combines fundamental and technical analysis with asset-allocation strategies and manages stock investment partnerships, offering related accounting, tax-preparation, and estate-administration services through affiliated entities.

Real estate investing Options & derivatives strategies
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Philip G

Series 63, Series 65

Camden, SC

Cannon Advisors

Philip Gephart is a financial advisor at Cannon Advisors in Camden, SC, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Cannon Advisors, he owned and directed Workout Anytime, a fitness business, where he remains involved as Owner and Fitness Director. Cannon Advisors serves individual and high-net-worth clients, providing discretionary portfolio management, financial planning, and limited consulting. The firm employs a range of investment strategies informed by client-specific policy statements and manages approximately $181.6 million across about 228 clients.

Options & derivatives strategies Private / alternative investments Real estate investing Annuities
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Craig S

Series 63, Series 66

Camden, SC

Advisory Services Network

Craig Schinke is a financial advisor with Advisory Services Network who holds Series 63 and Series 66 designations and has 39 years of industry experience. He previously worked at Kovack Securities Inc. from 2014 to 2018. Outside of his advisory role, he is involved in fixed insurance sales and financial, retirement, and estate planning through his affiliated business, Tenet Wealth Management. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans. The firm’s network of independent advisors provides portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets with strategies tailored across a range of investment types.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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William G

Series 63, Series 66

Camden, SC

Advisory Services Network

William Galloway Jr. is a financial advisor with Advisory Services Network, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at Advisory Services Network since 2019, following positions at BB&T Securities and Scott & Stringfellow. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm provides a range of services including portfolio management, financial planning, and retirement plan consulting, employing strategies based on client objectives and risk tolerances.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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