Cleveland, TN Office

Team
Updated today

Client AUM

$404,793,404,954

Clients

513,125

Advisors

3

Of 5,796 advisors across 937 offices

Location

3780 Ocoee Place NW, Suite 100

Cleveland TN 37312

Advisors at this office

3

Advisors at this office

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Kyle C

Series 63, Series 65

Cleveland, TN

Raymond James & Associates

Kyle Cooper is a financial advisor with Raymond James & Associates in Cleveland, TN, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Cooper serves as a member of the Bradley County Board of Zoning Appeals, reviewing local zoning appeals and variances. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles supplemented by firm research and model manager options.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Michael C

Series 63, Series 65

Cleveland, TN

Raymond James & Associates

Michael Cooper is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2013. Outside of his advisory role, Cooper serves as Vice President and Board Member for the Mountain Brook Homeowners Association in Cleveland, Tennessee. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Bradley P

CFP®, Series 66

Cleveland, TN

Raymond James & Associates

Bradley Perkins is a CFP®-designated financial advisor with Raymond James & Associates, where he has worked since 2020. He has five years of industry experience and previously held positions at Liberty Mutual and Regions Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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