Kimberly Coplan (CRD# 2976141) is an Investment Advisor Representative working at Franklin Street Capital LLC in Huntsville, AL and has over 22 years of experience in the finance industry.
CRD# 4169767
Lpl Financial LLC
CRD# 2106004
Raymond James Financial Services Advisors, Inc.
CRD# 6238002
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Franklin Street Capital LLC | Huntsville, AL | Jan 2023 - Current | 1 |
| Wells Fargo Clearing Services, LLC | Birmingham, AL | Nov 2016 - Jan 2023 | 6 |
| Wells Fargo Advisors LLC | Birmingham, AL | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2009 |
- AL
-
Total Assets Under Management47MILLIONS
-
Total Number of Accounts24ACCOUNTS
-
Average Account Value$1,944,507
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL
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