Huey Copelin, financial advisor Mena AR
96 score

Huey Copelin

CRD Number: 4460886
Current Firm: Cetera Investment Advisers LLC

Huey Copelin (CRD# 4460886) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mena, AR and has over 15 years of experience in the finance industry. Huey Copelin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Jul 2003 - Current 13
Cetera Financial Specialists LLC Schaumburg, IL Jun 2003 - Current 13
Copelin Motors Mena, AR Aug 1984 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2001
Contact Info for Huey L. Copelin
Phone Number: 888-528-2987
Registered State(s):
  • AR
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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