Robert Estel Copeland Iii
CFP®Professional Summary
Robert Estel Copeland III, CFP®, who also goes by Robert Estel Copeland, is a registered financial advisor currently at PROFESSIONAL FINANCIAL SOLUTIONS, LLC located in Fairfax, Virginia. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Robert has worked at 9 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Education Planning
- Comprehensive Financial Planning
- Estate Planning
- Retirement Planning
- Socially Responsible Investing
Other Aliases
Robert Estel Copeland
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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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.
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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Credentials
Years of Experience
23 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
PROFESSIONAL FINANCIAL SOLUTIONS, LLC
Contact Information
Main Address
10517a West Drive, Fairfax, VA 22030-8144Phone Number
(703) 385-0870# of Employees
8SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
911AUM (Assets Under Management)
$409,664,540Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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
PROFESSIONAL FINANCIAL SOLUTIONS, LLC
State Registrations and Notice Filings
(10/30/2018)
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 Robert Estel Copeland III's CRS (Customer Relationship Summary).
Services Offered by Robert
- Education Planning
- Comprehensive Financial Planning
- Estate Planning
- Retirement Planning
- Socially Responsible Investing
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