Andrew Coplin, financial advisor Ada MI

Andrew Coplin

CRD Number: 6304335
Current Firm: Usa Financial Securities Corporation

Andrew Coplin (CRD# 6304335) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Tahoma Advisory Group LLC Puyallup, WA Jan 2020 - Current 2
Usa Financial Securities Ada, MI Aug 2016 - Current 5
Edgecombe & Coplin Wealth Strategies LLC Puyallup, CA Jan 2016 - Current 6
Dixie Stampede Branson, MO Feb 2015 - Jan 2016 < 1
New York Life Insurance Springfield, MO Feb 2014 - Feb 2015 1
Universal Zipline Tech Nixa, MO Aug 2011 - Feb 2014 2
Zipline Usa Reeds Spring, MO Nov 2009 - Feb 2014 4
Silver Dollar City Branson, MO Oct 2009 - Jan 2014 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2016
S63 Uniform Securities State Law Examination Aug 2016
Contact Info for Andrew B. Coplin
Phone Number: 888-407-8198
Registered State(s):
  • AK
  • AZ
  • AR
  • CA
  • CO
  • FL
  • GA
  • HI
  • ID
  • IL
  • MO
  • MT
  • NC
  • OK
  • OR
  • PA
  • SD
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    212
    MILLIONS
  • Total Number of Accounts
    4,020
    ACCOUNTS
  • Average Account Value
    $52,748
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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