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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Michael Barrett is an investment advisor representative with Copeland Capital Management, LLC. Charles has been in the securities industry since June 24, 1995. Charles is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Charles is also registered in 53 states and the District of Columbia. Copeland Capital Management, LLC has been in business since November 2010. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm also provides financial planning, investment management, and other advisory services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
04/11/2011 - Present
Copeland Capital Management, LLC (CONSHOHOCKEN PA)
NE
03/21/2011 - 12/31/2021
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
MD
06/05/2008 - 11/12/2010
M&T SECURITIES, INC. (BALTIMORE MD)
MA
12/13/2004 - 04/28/2008
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
06/17/2004 - 11/29/2004
IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P. (BOSTON MA)
TN
09/07/1995 - 06/14/2004
ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. (NASHVILLE TN)
NA
01/10/1995 - 08/18/1995
UJB DISCOUNT BROKERAGE CO.
NY
08/13/1994 - 08/19/1994
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NY
06/24/1994 - 07/19/1994
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 02/17/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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