Joseph Copploe, financial advisor Youngstown OH
77 score

Joseph Copploe

CRD Number: 866231
Current Firm: Legend Advisory Corporation

Joseph Copploe (CRD# 866231) is an Investment Advisor Representative working at Legend Advisory Corporation in Youngstown, OH and has 1 year of experience in the finance industry.

Similar Advisors
Jennifer Wolfe, financial advisor Youngstown OH
Jennifer R. Wolfe
CRD# 4598231
Wealthcare Capital Management LLC
Score
106
Similar Advisors
Corey Altman, financial advisor Youngstown OH
Corey E. Altman
CRD# 6134311
Arnett Carbis Toothman Wealth Advisors LLC
Score
98
Similar Advisors
Eric Johnson, financial advisor Youngstown OH
Eric J. Johnson
CRD# 3228089
Stifel, Nicolaus & Company, Incorporated
Score
98
Company Name Location Dates Years
Legend Equities Corporation Palm Beach Gardens, FL Oct 2004 - Current 12
Boardman Financial Group Boardman, OH Jun 1991 - Current 25

Joseph Copploe has no recent exams reported.
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Joseph V. Copploe
Phone Number: (866) 774-8671
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    2,105
    MILLIONS
  • Total Number of Accounts
    29,775
    ACCOUNTS
  • Average Account Value
    $70,710
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Joseph Copploe and other advisors.
BADGES
77

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.