Gary Copeland (CRD# 1780456) is an Investment Advisor Representative working at Brokers Financial in Kennesaw, GA and has over 31 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brokers International Financial Services | Kennesaw, GA | Dec 2020 - Current | 3 |
| Dempsey Lord Smith, LLC | Rome, GA | Sep 2015 - Dec 2020 | 5 |
| Kovack Advisors, Inc. | Fort Lauderdale, FL | Jan 2015 - Sep 2015 | < 1 |
| Kovack Securities Inc. | Marietta, GA | Oct 2014 - Sep 2015 | < 1 |
| Resource Horizons Group, LLC | Marietta, GA | May 2005 - Dec 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1992 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2001 |
- GA
-
Total Assets Under Management2,000MILLIONS
-
Total Number of Accounts11,566ACCOUNTS
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Average Account Value$172,960
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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