Julianne Cate Copeland
Professional Summary
Julianne Cate Copeland is a registered financial advisor currently at HALBERT HARGROVE located in Long Beach, California. Julianne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Julianne has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MORGAN STANLEY
LPL FINANCIAL LLC
VALIDUS CAPITAL LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MORGAN STANLEY
LPL FINANCIAL LLC
VALIDUS CAPITAL LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MORGAN STANLEY
LPL FINANCIAL LLC
VALIDUS CAPITAL LLC
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.
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MORGAN STANLEY
LPL FINANCIAL LLC
VALIDUS CAPITAL LLC
Years of Experience
1 years registered in the securities industry
Current & Past Employments
Current
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MORGAN STANLEY
LPL FINANCIAL LLC
VALIDUS CAPITAL LLC
Current Firm
FUTURE-WISE | HALBERT, HARGROVE/RUSSELL LLC | HALBERT HARGROVE RUSSELL LLC | HALBERT HARGROVE GLOBAL ADVISORS, LLC | HALBERT HARGROVE
Contact Information
Main Address
111 West Ocean Boulevard 23rd Floor, Long Beach, CA 90802-7908Mailing Address
P.o. Box 1070, Long Beach, CA 90801-9931Phone Number
(562) 435-5657# of Employees
52SEC notice filing (33 States and Territories)
Registered to provide investment advisory services in 33 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
4,932AUM (Assets Under Management)
$4,203,912,885Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MORGAN STANLEY
LPL FINANCIAL LLC
VALIDUS CAPITAL LLC
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.
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MORGAN STANLEY
LPL FINANCIAL LLC
VALIDUS CAPITAL LLC
Primary Firm SEC Registration
FUTURE-WISE | HALBERT, HARGROVE/RUSSELL LLC | HALBERT HARGROVE RUSSELL LLC | HALBERT HARGROVE GLOBAL ADVISORS, LLC | HALBERT HARGROVE
State Registrations and Notice Filings
(3/10/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MORGAN STANLEY
LPL FINANCIAL LLC
VALIDUS CAPITAL LLC
CRS (Client Relationship Summary) - RIA
Click below to view Julianne Cate Copeland's CRS (Customer Relationship Summary).
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MORGAN STANLEY
LPL FINANCIAL LLC
VALIDUS CAPITAL LLC