Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
< 1 year
Location
Oxford, MS
Valic Financial Advisors
Enterprise
Timothy Cooper is a financial advisor with Valic Financial Advisors and holds a Series 66 designation. He has one year of industry experience and previously worked in sectors including automotive sales and banking. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services. The firm uses a technology-driven approach with discretionary unified managed accounts and serves a large client base through a network of over 1,200 advisors.
Based on Valic Financial Advisors
Based on Valic Financial Advisors
Financial planning and consulting services available on a flat fee basis (specific amounts not stated)
$0 - $250,000: 0.90% Advisory Fee, 0.63% Platform Fee, 0.08% - 0.60% Manager Fee $250,000 - $500,000: 0.75% Advisory Fee, 0.44% Platform Fee, 0.08% - 0.60% Manager Fee $500,000 - $1,000,000: 0.65% Advisory Fee, 0.32% Platform Fee, 0.08% - 0.60% Manager Fee $1,000,000 - $2,000,000: 0.55% Advisory Fee, 0.31% Platform Fee, 0.08% - 0.60% Manager Fee $2,000,000 - $5,000,000: 0.45% Advisory Fee, 0.30% Platform Fee, 0.08% - 0.60% Manager Fee $5,000,000 - $10,000,000: 0.35% Advisory Fee, 0.29% Platform Fee, 0.08% - 0.60% Manager Fee $10,000,000 - $25,000,000: 0.35% Advisory Fee, 0.27% Platform Fee, 0.08% - 0.60% Manager Fee $25,000,000+: 0.35% Advisory Fee, 0.25% Platform Fee, 0.08% - 0.60% Manager Fee
Broker-dealer commissions available separately for brokerage accounts
Financial planning and consulting services offered on hourly basis (specific rates not stated)
Subscription basis financial planning available (specific amounts not stated)
Account minimum: $250,000 Minimum fee: $150 annual minimum account fee assessed quarterly as $37.50 per quarter if quarterly fees do not meet this minimum Fee-only: Advisory fees only; no commissions for advisory services
Oxford, MS
Oxford MS
Advisors at this office
1
Arkansas · Louisiana · Mississippi
< 1 year of industry experience
Valic Financial Advisors Inc
2026 - Present • 1 year
New Albany, MS
Barnes Crossing Auto Group
2025 - 2026 • 1 year
New Albany, MS
Regions Bank
2024 - 2025 • 1 year
Oxford, MS
CSpire
2024 - 2024 • 1 year
Oxford, MS
unemployed
2024 - 2024 • 1 year
Oxford, MS
Brook Valley Management
2022 - 2024 • 2 years
Tupelo, MS
Aspire Logistics
2022 - 2022 • 1 year
Tupelo, MS
Capstone logistics
2012 - 2022 • 10 years
Oxford, MS
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Oxford, MS
Fruge' Capital Advisors, LLC (formerly Oxford Investment Adv)
Don Fruge is a financial advisor with Fruge' Capital Advisors, LLC, holding a Series 65 designation and 18 years of industry experience. He has worked with Oxford Investment Advisors since 2009 and also serves as a partner at Fruge' Law Firm, PLLC, where he provides legal services unrelated to investment advisory. Fruge' Capital Advisors serves individuals and families, including high-net-worth clients, as well as nonprofits, trusts, estates, and retirement plans. The firm offers fee-only investment management and financial planning, using globally diversified, multi-asset class portfolios that combine passive index ETFs with tactical overlays and selected active managers. Its affiliation with a law practice allows coordination on tax, estate, and charitable planning when clients engage those services.
Series 65
Oxford, MS
Fruge' Capital Advisors, LLC (formerly Oxford Investment Adv)
Don Fruge is a financial advisor at Fruge' Capital Advisors, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Oxford Investment Advisors, PLLC since 2009. In addition to his advisory role, Fruge is a partner at Fruge' Law Firm, PLLC, where he provides legal services. He has also been affiliated with the University of Mississippi since 1971. Fruge' Capital Advisors serves individuals and families, including high-net-worth clients, as well as nonprofits, trusts, estates, and retirement plans. The firm offers fee-only investment management and financial planning, utilizing globally diversified, multi-asset class portfolios with a strategic core based on modern portfolio theory and passive index ETFs, complemented by tactical overlays and selected active managers.
Series 63, Series 65
Oxford, MS
Hardy Reed, LLC
John Hardy is a financial advisor at Hardy Reed, LLC in Oxford, MS, with 23 years of industry experience. He has been with Hardy Reed since 2011 and holds Series 63 and Series 65 licenses. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts and estates, pension and profit-sharing plans, as well as charitable and corporate entities. The firm employs a long-term investment approach focused on discretionary portfolios concentrated in mutual funds and ETFs, and it holds a CEFEX® certification uncommon among similar team firms.
CFA®, Series 65, Series 63
Oxford, MS
Hardy Reed, LLC
Gary Wilson is a CFA® charterholder with four years of industry experience, currently serving as an advisor at Hardy Reed, LLC. Prior to joining Hardy Reed, he worked at ALPS Distributors, Inc and Vulcan Value Partners, and spent 18 years at Southeastern Asset Management. Outside of his financial career, he is a member of Magnolia By the Sea, LLC, a vacation rental business. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts, pension plans, and charitable and corporate entities. The firm uses fundamental analysis to construct discretionary portfolios, typically concentrated in mutual funds and ETFs, with a long-term investment approach supplemented by tailored financial plans.
Series 63, Series 65
Oxford, MS
Hardy Reed, LLC
Kenneth Parkinson is a financial advisor with Hardy Reed, LLC in Oxford, MS, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Hardy Reed since 2011. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts, pension plans, and corporate entities. The firm focuses on discretionary portfolios using mutual funds and ETFs with a long-term investment horizon and offers fiduciary consulting and CEFEX certification services.
CFP®, Series 66
Oxford, MS
Barnes Pettey Financial Advisors, LLC
Andrew Yee is a CFP® professional with 19 years of industry experience. He is affiliated with Barnes Pettey Financial Advisors, LLC and previously worked at Raymond James Financial Services for 18 years. Yee holds a Series 66 license and is also a licensed independent life insurance agent with limited activity outside his advisory role. Barnes Pettey Financial Advisors, LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, charitable organizations, and businesses. The firm manages $1.31 billion in assets and follows a client-specific approach utilizing a broad range of investment vehicles and strategies.
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