Charles P. Copeland
Professional summary
Charles P Copeland was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.
Charles is a previously registered financial advisor and started their career in finance in 2003. Prior to being barred, Charles had worked at 1 firm, which includes COPELAND WEALTH MANAGEMENT.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 10, 2003 - December 31, 2011
COPELAND WEALTH MANAGEMENT
State Registrations and Notice Filings
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Current Firm
COPELAND WEALTH MANAGEMENT
CRD#: 121527 / SEC#: 801-61704
Contact information
Red Flags
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