Susan R. Copeland

HIPPOCRATIC FINANCIAL ADVISORS

Homewood, AL

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CRD#: 6222877

Professional summary

Susan R Copeland, CFP®, who also goes by Susan R Copeland, Susan Copeland, Susan Renee Jolley, Susan Renee Copeland, is a registered financial advisor currently at HIPPOCRATIC FINANCIAL ADVISORS located in Homewood, Alabama.

Susan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Susan has worked at 5 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Susan R Copeland | Susan Copeland | Susan Renee Jolley | Susan Renee Copeland

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.

1) YMCA MT. BROOK, 2401 20th Place South, BIRMINGHAM, AL 35223 -NON INVESTMENT RELATED -PART-TIME SPIN INSTRUCTOR -START DATE: 05/2012 TO PRESENT -DEVOTE APPROXIMATELY 10 HRS MONTHLY -NO HOURS DEVOTED DURING TRADING HOURS -I INSTRUCT WEEKLY EXERCISE SPINNING CLASSES TO APPROXIMATELY 30 MEMBERS. 2) EVERPLANNING COLLECTIVE - Business entity used for receiving advisory-related compensation. - Does not engage in direct advisory activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Susan R Copeland's CRS (Customer Relationship Summary).

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®

CFP^®

RIA

CRD#: 159443

BIRMINGHAM, AL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HIPPOCRATIC FINANCIAL ADVISORS

DAVIS, RAVI | HIPPOCRATIC FINANCIAL ADVISORS LLC | HIPPOCRATIC FINANCIAL ADVISORS

CRD#: 169481 / SEC#: 801-130237

RIA

Registered Investment Advisory firm - (5/10/2024 Approved)

Arizona

Registered Investment Advisory firm - (5/21/2024 Terminated)

California

Registered Investment Advisory firm - (6/20/2024 Terminated)

Ohio

Registered Investment Advisory firm - (12/31/2015 Failure to Renew)

Texas

Registered Investment Advisory firm - (5/21/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Alabama
(4/11/2025)

IAR

Texas
(9/22/2025)

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: 4/21/2015

Uniform Investment Adviser Law Examination

Current Firm

HIPPOCRATIC FINANCIAL ADVISORS

DAVIS, RAVI | HIPPOCRATIC FINANCIAL ADVISORS LLC | HIPPOCRATIC FINANCIAL ADVISORS

CRD#: 169481 / SEC#: 801-130237

RIA

Registered Investment Advisory firm - (5/10/2024 Approved)

Arizona

Registered Investment Advisory firm - (5/21/2024 Terminated)

California

Registered Investment Advisory firm - (6/20/2024 Terminated)

Ohio

Registered Investment Advisory firm - (12/31/2015 Failure to Renew)

Texas

Registered Investment Advisory firm - (5/21/2024 Terminated)

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Contact information

Main Address

30700 Russell Ranch Road Suite 250, Westlake Village, CA 91362

Mailing Address

Phone number

(866) 447-2380

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HFA ADV 2A (3/7/2025)

Regulatory assets under management

Total Number of Accounts	1,245
AUM (Assets Under Management)	$ 170,227,989

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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Susan R. Copeland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Susan R Copeland's CRS (Customer Relationship Summary).

Certified licenses

Experience

HIPPOCRATIC FINANCIAL ADVISORS

AVANTAX PLANNING PARTNERS, INC.

BRIDGEWORTH WEALTH MANAGEMENT

CAHABA WEALTH MANAGEMENT, INC.

PMD ADVISORY

Primary Firm SEC Registration

HIPPOCRATIC FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 4/21/2015

Current Firm

HIPPOCRATIC FINANCIAL ADVISORS

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HIPPOCRATIC FINANCIAL ADVISORS

TRUST BUT VERIFY

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