Robert W. Copeland

COPELAND WEALTH MANAGEMENT

Clarksville, TN 37040

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CRD#: 4132630

Professional summary

Robert William Copeland is a registered financial advisor currently at COPELAND WEALTH MANAGEMENT, LLC located in Clarksville, Tennessee.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Robert has worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 52 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

I OWN APTS IN AND AROUND CLARKSVILLE AREA. 5HRS PER MONTH NET INCOME $60,000 FINANCIAL INTEREST 100% AMMOUNT INVESTED $600,000 Arbitrator; FINRA; Investment Related: Yes; L9509 Key W Ave, Rockville, MD 20850; I work as an industry arbitrator to settle disputes between parties.; Start date with business: 2014-01-01; Hours devoted to business during trading hours: 1; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1. Owner, manager; DBA Copeland Properties; Investment Related: No; 124 Franklin St; Description of the business: I own and manage properties on both short term and long term leases.; Responsibilities Duties: Manage rental properties; Start date with business: 2004-01-01; Hours devoted to business during trading hours: 5; Hours devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 10.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert William Copeland's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 25, 2010 - Present

COPELAND WEALTH MANAGEMENT, LLC

Office #1: 124 Franklin Street, Clarksville, TN 37040

RIA

CRD#: 152781

Clarksville, TN

Past

January 8, 2010 - August 10, 2010

STONEX SECURITIES INC.

CRD#: 18456

CLARKSVILLE, TN

Past

May 27, 2005 - January 11, 2010

INVEST FINANCIAL CORPORATION

RIA

CRD#: 12984

CLARKSVILLE, TN

Past

May 27, 2005 - January 11, 2010

INVEST FINANCIAL CORPORATION

CRD#: 12984

CLARKSVILLE, TN

Past

August 9, 2002 - January 28, 2005

ONB INVESTMENT SERVICES, INC.

RIA

CRD#: 31583

CLARKSVILLE, TN

Past

February 15, 2001 - January 28, 2005

ONB INVESTMENT SERVICES, INC.

CRD#: 31583

EVANSVILLE, IN

Past

March 7, 2000 - February 15, 2001

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/22/2011)

IAR

Tennessee
(3/25/2010)

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

State Security Law Exam

IAR

Series 65

Date: 4/5/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/27/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/16/2000

General Securities Representative Examination

General Industry/Product Exam

Series 52

Date: 3/6/2000

Municipal Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/15/2005

General Securities Principal Examination

Current Firm

COPELAND WEALTH MANAGEMENT, LLC

COPELAND WEALTH MANAGEMENT | COPELAND WEALTH MANAGEMENT, LLC

CRD#: 152781 / SEC#:

Florida

Registered Investment Advisory firm - (7/22/2011 Approved)

Tennessee

Registered Investment Advisory firm - (2/22/2010 Approved)

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Contact information

Main Address

124 Franklin Street, Clarksville, TN 37040

Mailing Address

Phone number

(931) 245-1930

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	176
AUM (Assets Under Management)	$ 47,889,693

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Robert W. Copeland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert William Copeland's CRS (Customer Relationship Summary).

Certified licenses

Experience

STONEX SECURITIES INC.

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

ONB INVESTMENT SERVICES, INC.

ONB INVESTMENT SERVICES, INC.

AMERIPRISE ADVISOR SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/5/2002

Series 63

Date: 3/27/2000

Series 7

Date: 6/16/2000

Series 52

Date: 3/6/2000

Series 24

Date: 8/15/2005

Current Firm

COPELAND WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COPELAND WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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