James Copper (CRD# 1006730) is an Investment Advisor Representative working at Skinner, Copper & Ehmen Wealth Management, LLC in Springfield, IL and has over 32 years of experience in the finance industry. James Copper 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# 5991010
Private Advisor Group, LLC
CRD# 4361598
Horace Mann Investors, Inc.
CRD# 2402571
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Skinner Copper & Ehmen | Springfield, IL | Jan 2009 - Current | 15 |
| Purshe Kaplan Sterling Investments | Albany, NY | Feb 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1991 |
- IL
- TX
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Total Assets Under Management539MILLIONS
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Total Number of Accounts1,848ACCOUNTS
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Average Account Value$291,631
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, IL, TX
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