Copeland Financial Services LLC
Copeland Financial Services LLC (CRD# 133144) is a financial advisory firm headquartered in , . They manage $3,000,000 in 31 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts31ACCOUNTS
Average Account Value$96,774
- 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
CO, MN, TX
Charles Copeland (CRD# 4949621) is an Investment Advisor Representative working at Copeland Financial Services LLC in Erie, CO and has over 11 years of experience in the finance industry.