Copeland Financial Services LLC

Copeland Financial Services LLC (CRD# 133144) is a financial advisory firm headquartered in , . They manage $800,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.cfsadvisors.com
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $800,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Copeland Financial Services LLC
Showing 1 - 1 of 1 top financial advisors.
1
Charles Copeland, financial advisor Erie CO
Charles B. Copeland
CRD#: 4949621
2467 Gorce Court, Erie, CO 80516

Charles Copeland (CRD# 4949621) is an Investment Advisor Representative working at Copeland Financial Services LLC in Erie, CO and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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