Randy L. Copus And Associates,llc

Randy L. Copus And Associates,llc (CRD# 122988) is a financial advisory firm headquartered in Lakeview, OH. They manage $28,000,000 in 115 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
180 South Main Street, Lakeview, OH 43331
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    115
    ACCOUNTS
  • Average Account Value
    $243,478
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Randy L. Copus And Associates,llc
Showing 1 - 2 of 2 top financial advisors.
1
Randy Copus, financial advisor Lakeview OH
Randy L. Copus
CRD#: 1003478
180 South Main Street, P.o. Box 281, Lakeview, OH 43331

Randy Copus (CRD# 1003478) is an Investment Advisor Representative working at Randy L. Copus And Associates,llc in Lakeview, OH and has over 29 years of experience in the finance industry.

2
Jason Faulder, financial advisor Lakeview OH
Jason M. Faulder
CRD#: 6372888
180 South Main Street, Lakeview, OH 43331

Jason Faulder (CRD# 6372888) is an Investment Advisor Representative working at Randy L. Copus And Associates,llc in Lakeview, OH and has over 8 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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