Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arthur? Claim Your ProfileArthur Copperthite is a financial advisor at LPL Financial LLC. Arthur has been working in the financial industry since 2007. Arthur has experience working at several firms, including Edward Jones, Ameriprise Financial Services, Inc., and Chase Investment Services Corp. Arthur is registered with the state of Nevada and Texas as an Investment Advisor Representative (IAR). Arthur has also earned the Certified Financial Planner (CFP®) designation. Arthur is able to provide financial planning, portfolio management, and educational seminars to clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NV
01/11/2021 - Present
LPL Financial LLC (HENDERSON NV)
NV
08/21/2018 - 01/13/2021
EDWARD JONES (LAS VEGAS NV)
NV
02/23/2016 - 08/06/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Las Vegas NV)
NV
05/28/2009 - 03/24/2011
CHASE INVESTMENT SERVICES CORP. (NORTH LAS VEGAS NV)
TX
10/13/2008 - 01/29/2009
WACHOVIA SECURITIES, LLC (DALLAS TX)
TX
03/19/2007 - 09/22/2008
CHASE INVESTMENT SERVICES CORP. (AUSTIN TX)
IA
Issued 03/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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