A. Ronald Koplan (CRD# 5283768) is an Investment Advisor Representative working at Koplan & Associates in Chattanooga, TN and has over 17 years of experience in the finance industry.
CRD# 4760390
Raymond James Financial Services Advisors, Inc.
CRD# 1382
Osaic Wealth, Inc.
CRD# 5426975
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guardian Investment & Accounting Services LLC | Chattanooga, TN | May 2016 - Current | 7 |
| R & A Properties, LLC | Chattanooga, TN | Jan 2014 - Current | 10 |
| Koplan & Associates LLC | Chattanooga, TN | Dec 2008 - Current | 15 |
| Koplan & Associates | Chattanooga, TN | Sep 1985 - Current | 38 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2006 |
- TN
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts61ACCOUNTS
-
Average Account Value$78,833
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
TN
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