Troy Copeland (CRD# 4603694) is an Investment Advisor Representative working at O'donnell Financial Services, LLC in San Rafael, CA and has over 21 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Independent Financial Group, LLC | San Rafael, CA | Oct 2016 - Current | 7 |
O'donnell Financial Services, LLC | San Rafael, CA | Jun 2015 - Current | 8 |
Securities America Inc. | San Rafael, CA | Aug 2015 - Sep 2016 | 1 |
Securities America Advisors | San Rafael, CA | Aug 2015 - Sep 2016 | 1 |
Prudential Investment Management Services | San Francisco, CA | Jan 2014 - Jun 2015 | 1 |
Prudential Insurance Company Of America | San Francisco, CA | Jan 2014 - Jun 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2002 |
S66 | NASAA Uniform Combined State Law Examination | Sep 2013 |
- CA
-
Total Assets Under Management323MILLIONS
-
Total Number of Accounts889ACCOUNTS
-
Average Account Value$363,009
- 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
- Pension consulting services
AZ, CA, ID, NV, OR, TX
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