Robert Copeland (CRD# 4694898) is an Investment Advisor Representative working at Professional Financial Solutions, LLC in Fairfax, VA and has over 11 years of experience in the finance industry. Robert Copeland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Professional Financial Solutions, LLC | Fairfax, VA | Oct 2018 - Current | 5 |
| Museum Of The Bible | Washington, DC | Jan 2018 - Oct 2018 | < 1 |
| Madison Wealth Management, LLC | Leesburg, VA | May 2017 - Dec 2017 | < 1 |
| Usaa Financial Advisors, Inc. | Vienna, VA | Nov 2013 - Apr 2017 | 3 |
| Usaa Financial Planning Services | Vienna, VA | Nov 2013 - Apr 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2013 |
- VA
-
Total Assets Under Management286MILLIONS
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Total Number of Accounts868ACCOUNTS
-
Average Account Value$329,636
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, MD, MT, NC, NY, PA, SC, TX, VA, WA
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