Julia Copeland (CRD# 6442008) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Abilene, TX and has over 9 years of experience in the finance industry.
CRD# 3159040
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1513684
Osaic Wealth, Inc.
CRD# 4924792
William Madison Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Abilene, TX | Mar 2020 - Current | 4 |
| Mdf Design And Consulting, LLC | Dallas, TX | Nov 2018 - Current | 5 |
| Citizens Bank | Las Colinas, TX | May 2019 - Mar 2020 | < 1 |
| Self Employed - Lambert's | Dallas, TX | May 2018 - Jan 2019 | < 1 |
| Self Employed - Law Office Of Mark D. Foster | Dallas, TX | Aug 2009 - Nov 2018 | 9 |
| Self Employed - Remax | Lewisville, TX | Aug 2017 - Jun 2018 | < 1 |
| Fidelity Brokerage Services, LLC | Westlake, TX | Jan 2015 - Feb 2016 | 1 |
| Texas Woman's University | Denton, TX | Aug 2009 - Jan 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2020 |
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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