Yolanda Copeland, financial advisor Orlando FL

Yolanda Copeland

CRD Number: 2974052
Current Firm: Allgen Financial Advisors, Inc.

Yolanda Copeland (CRD# 2974052) is an Investment Advisor Representative working at Allgen Financial Advisors, Inc. in Orlando, FL and has over 23 years of experience in the finance industry.

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Certified Advisory Corp
Company Name Location Dates Years
Allgen Financial Advisors, Inc. Orlando, FL May 2021 - Current < 1
Raymond James & Associates, Inc. Orlando, FL May 2019 - Apr 2021 1
Soliarena, LLC Kissimmee, FL Nov 2008 - Apr 2019 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S65 NASAA Investment Advisors Law Examination Jan 1999
S66 NASAA Uniform Combined State Law Examination Aug 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Yolanda Copeland
Phone Number: 407-210-3888
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    264
    MILLIONS
  • Total Number of Accounts
    1,700
    ACCOUNTS
  • Average Account Value
    $155,041
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
  • Educational seminars/workshops
Types of Clients
Registered States

AL, FL, NC, NJ, NY, OH, TX

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