Chadwick (chad) Copeland, financial advisor Nashville TN
93 score

Chadwick (chad) Copeland

CRD Number: 3116317
Current Firm: Independent Advisor Alliance, LLC

Chadwick (chad) Copeland (CRD# 3116317) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Nashville, TN and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Advisor Alliance, LLC Nashville, TN Nov 2016 - Current 1
Lpl Financial, LLC Nashville, TN Nov 2016 - Current 1
Wells Fargo Advisors LLC Nashville, TN May 2009 - Nov 2016 7
Wachovia Securities, LLC Nashville, TN Mar 2009 - May 2009 < 1
Merrill Lynch Pierce Fenner Smith Nashville, TN Sep 2008 - Feb 2009 < 1
Unemployed Los Angeles, CA Apr 2007 - Aug 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 1998
Contact Info for Chadwick (chad) W. Copeland
Phone Number: 888.430.1555
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    2,743
    MILLIONS
  • Total Number of Accounts
    13,070
    ACCOUNTS
  • Average Account Value
    $209,861
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, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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