Ethan Copeland, financial advisor Birmingham AL
93 score

Ethan Copeland

CRD Number: 3116297
Current Firm: Cetera Investment Advisers LLC

Ethan Copeland (CRD# 3116297) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Birmingham, AL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Trussville, AL Jan 2014 - Current 2
Cetera Investment Services LLC St. Cloud, MN Jan 2013 - Current 3
Regions Bank Trussville, AL Jan 2013 - Current 3
Morgan Keegan & Company Birmingham, AL Oct 2009 - Dec 2012 3
Colonial Asset Management, Inc. Moody, AL Mar 2005 - Oct 2009 4
Colonial Brokerage, Inc. Montgomery, AL Aug 2003 - Oct 2009 6
Amsouth Investment Management Company LLC Birmingham, AL Jul 2003 - Oct 2009 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 1998
Contact Info for Ethan P. Copeland
Phone Number: 888-528-2987
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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