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Advisors / Pennsylvania / Harrisburg
25yrs

Joseph Cooper

Financial advisor at Cambridge Investment Research Advisors

Joseph Cooper has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Harrisburg, Pennsylvania. After four years at Voya Financial Advisors, Joseph joined Cambridge Investment Research Advisors in 2010, a firm offering financial planning, investment management, and retirement plan consulting. Cambridge Investment Research Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 157 advisors with offices in Harrisburg, and one of 145 fiduciaries.

Harrisburg, PA 17110Fiduciary advisor

At a glance

Experience25 years (since 2002)
How that compares ?More experience than 71% of advisors nationwide
Office2090 Linglestown Rd Suite 201, Harrisburg, PA 17110
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?2 states

Services through Cambridge Investment Research Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2010 – now
  2. 2006 – 2009

Questions to ask Joseph

Tailored to Joseph’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Joseph

How do I contact Joseph?

Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Joseph Cooper. Joseph works from the Harrisburg, PA office.

How long has Joseph been a financial advisor?

Joseph has been in the industry since 2002, about 25 years. More experience than 71% of advisors nationwide.

What licenses does Joseph hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Joseph a fiduciary?

Joseph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Joseph paid?

Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Joseph for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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