Charles Lawrence Copeland
Professional Summary
Charles Lawrence Copeland, who also goes by C. Lawrence Copeland, Charles L Copeland, Charles Copeland, is a registered financial advisor currently at ELEVAGE PARTNERS, LLC located in Marsing, Idaho. Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Charles has worked at 2 firms and has passed the Series 65 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
C. Lawrence Copeland, Charles L Copeland, Charles Copeland
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
ELEVAGE PARTNERS, LLC
Contact Information
Main Address
5470 Kietzke Lane Suite 300, Reno, NV 89511Mailing Address
18124 Wedge Pkwy Suite 537, Reno, NV 89511Phone Number
(800) 725-1622# of Employees
8SEC notice filing (13 States and Territories)
Registered to provide investment advisory services in 13 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
790AUM (Assets Under Management)
$154,574,081Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
ELEVAGE PARTNERS, LLC
State Registrations and Notice Filings
(12/16/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Charles Lawrence Copeland's CRS (Customer Relationship Summary).
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