Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chadwick (chad)? Claim Your ProfileChadwick Copeland is a financial advisor with over 17 years of experience in the industry. Chadwick is currently registered with Independent Advisor Alliance, LLC and is also registered with LPL Financial, LLC. Prior to joining Independent Advisor Alliance, LLC, Chadwick was with Wells Fargo Advisors, LLC. Chadwick has a broad range of experience in the industry and holds several licenses including Series 66, Series 7, and SIE. Chadwick specializes in providing financial planning, pension consulting, and portfolio management services to a wide range of clients, including individuals, businesses, and institutions.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TN
01/08/2018 - Present
Independent Advisor Alliance, LLC (Nashville TN)
TN
03/04/2009 - 11/03/2016
WELLS FARGO ADVISORS, LLC (NASHVILLE TN)
TN
09/16/2008 - 02/11/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NASHVILLE TN)
CA
03/01/2005 - 02/09/2007
CHARLES SCHWAB & CO., INC. (LOS ANGELES CA)
MA
07/12/2004 - 02/09/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
10/14/1998 - 07/01/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/23/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Chadwick (chad) Copeland is the right advisor for you? Invested Better is here to help.
