AC
Alec J. Copeland
STRICKLER INVESTMENT SERVICES
BRIGHTON, MI 48116
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CRD#: 8014360
AC
Professional summary
Alec John Copeland is a registered financial advisor currently at STRICKLER INVESTMENT SERVICES, LLC located in Brighton, Michigan.
Alec is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Alec has worked at 1 firm and has passed the Series 65 exam.
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.
Flaunt Salon | Not investment related | 902 N Leroy St, Fenton, MI 48430 | Landscaping and Cleaning Services | 10 hrs. per month
CRS (Client Relationship Summary) - RIA
Click below to view Alec John 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®
NoneExperience
Current
December 4, 2024 - Present
STRICKLER INVESTMENT SERVICES, LLC
Office #1: 10299 E. Grand River Rd. Suite I, Brighton, MI 48116RIA
CRD#: 332778
BRIGHTON, 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
Michigan(12/4/2024)
Current Firm
SI
STRICKLER INVESTMENT SERVICES, LLC
STRICKLER FINANCIAL GROUP | STRICKLER INVESTMENT SERVICES, LLC | STRICKLER FINANCIAL SERVICES, LLC
CRD#: 332778 / SEC#:
Florida
Registered Investment Advisory firm - (12/19/2024 Approved)Michigan
Registered Investment Advisory firm - (10/15/2024 Approved)Texas
Registered Investment Advisory firm - (4/3/2025 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10299 E. Grand River Rd. Suite I, Brighton, MI 48116
Mailing Address
Phone number
(517) 618-9000
Established
Firm type
Fiscal year end
# of Employees
9
Red Flags
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