Michael Copeland, financial advisor Charleroi PA

Michael Copeland

CRD Number: 1618757
Current Firm: Lpl Financial LLC

Michael Copeland (CRD# 1618757) is an Investment Advisor Representative working at Lpl Financial LLC in Charleroi, PA and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Irmo, SC Jul 2021 - Current < 1
Various Insurance Carriers For W&r Insurance Agencies Chapin, SC Aug 2019 - Current 2
Waddell & Reed, Inc. Columbia, SC Aug 2019 - Current 2
Gabriel Penfield Columbia, SC Aug 2019 - Current 2
Soccer Referee Columbia, SC Dec 2012 - Current 8
Ohio National Financial Services Cincinnati, OH Nov 2006 - Aug 2019 12
The O.n. Equity Sales Company Irmo, SC Nov 2006 - Aug 2019 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1987
S66 NASAA Uniform Combined State Law Examination Dec 2003
S65 NASAA Investment Advisors Law Examination Aug 2020
Contact Info for Michael F. Copeland
Phone Number: 704-733-3300
Registered State(s):
  • CA
  • FL
  • NC
  • PA
  • SC
By the Numbers
  • Total Assets Under Management
    268,834
    MILLIONS
  • Total Number of Accounts
    1,055,189
    ACCOUNTS
  • Average Account Value
    $254,773
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
  • 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
  • Other
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, WY

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