Robert CopelandCRD Number: 4132630
Current Firm: Copeland Wealth Management, LLC
Robert Copeland (CRD# 4132630) is an Investment Advisor Representative working at Copeland Wealth Management, LLC in Clarksville, TN and has over 22 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Robert W. Baird & Company Incorporated
|Sterne Agee Financial Services||Clarksville, TN||Jan 2010 - Current||12|
|Copeland Wealth Management (152781)||Clarksville, TN||Jan 2010 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2000|
|S65||NASAA Investment Advisors Law Examination||Apr 2002|
Total Assets Under Management43MILLIONS
Total Number of Accounts198ACCOUNTS
Average Account Value$219,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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