Ellen Coppinger (CRD# 2711753) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oak Ridge, TN and has over 28 years of experience in the finance industry. Ellen Coppinger 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.
CRD# 5686846
Primerica Advisors
CRD# 4511877
Ubs Financial Services Inc.
CRD# 2790169
Silver Oak Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Services LLC | St. Cloud, MN | Oct 2017 - Current | 6 |
| Cetera Investment Advisers LLC | Oak Ridge, TN | Oct 2017 - Current | 6 |
| Y-12 Fcu | Oak Ridge, TN | Jan 2013 - Current | 11 |
| Pfg Advisors | Oak Ridge, TN | Feb 2017 - Oct 2017 | < 1 |
| Lpl Financial, LLC | Oak Ridge, TN | Jan 2017 - Oct 2017 | < 1 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Mar 2011 - Jan 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1996 |
- TN
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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