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Coogan Account Resources



AFTRA/SAG CREDIT UNION (for union members)
With three area branches to serve union members, the AFTRA/SAG Credit Union offers low cost and "actor friendly" services. This is a wonderful place to establish your child's credit. Just mention "The Coogan Law."
(818) 562-3400, Monday-Thursday 8:00 a.m.-5:00 p.m.
Friday 8:00 a.m.-6:00 p.m. (PT)
Toll-free outside Los Angeles
(800) 826-6946
Overseas
(818) 562-3400
AFTRA-SAG Federal Credit Union

WELLS FARGO BANK
These folks have been "with it" when it comes to the New Coogan rules from the beginning. Wells Fargo has branches all over the place, but you will find a particular welcome at the Toluca Lake Branch. Just mention "The Coogan Law."
Emlyn Gamboa
Wells Fargo Toluca Lake, California
New Accounts
323-634-1600 or
323-634-1603
Wells Fargo Online

WELLS FARGO BANK

Teresa Chandler
Vice President, Branch Manager
1300 4th Street
(4th and Arizona)
Santa Monica, CA 90403
Tel: 310-393-0443

BANCO POPULAR NORTH AMERICA
Frances Marie Maizland
Santa Clarita Branch Manager
27931 Kelly Johnson Parkway
Santa Clarita, CA 91355
Tel: 661-775-3966
Fax: 661-775-2763

FULL RANGE BROKERAGE SERVICES

Many of our most sophisticated families are opting for the higher returns and personal service of major investment firms. Broadly based mutual funds are allowed under The New Coogan Law. Professional Financial Advisors come with the packages offered by these firms and it is the wise family that recognizes each component of the investment picture, not just for their working children, but the entire family. Remember that an investment firm usually has cooperative arrangements with banks and savings and loan institutions and there is no limit to the number of Coogan Accounts a child might own or how their money may be invested. There can be No Withdrawals in a Coogan Account, but the transfer of funds is allowed.

PAINEWEBBER
Dan Ayers
Financial Advisor
Redlands, CA
Tel: 800-458-7384
Tel: 909-335-2134
Fax: 909-793-8049

WADDELL & REED
Daralee Barbera, CFP, CMFC,
Division Manager &
Mario Vinci, CFP,
Financial Advisor
Tel: (714) 437-7510
Fax: (714) 437-7515
Waddell & Reed Financial Services

NORTHWESTERN MUTUAL FINANCIAL NETWORK
Mr. Jack B. Weinstock, CLTC
Financial Representative
110 S. Juanita Ave. Unit 4
Redondo Beach, CA 90277
Tel: 310-543-9156
CA Lic. #0C82715
This company has consistently been recognized as one of the top management asset companies in the world, and we welcome their interest in the world of Coogan.