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Christina Francesca Copeland

Conservest Capital Advisors Inc.

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About Christina Francesca Copeland

Christina Francesca Copeland is a financial advisor with over 20 years of experience in the industry. Christina is a registered Investment Advisor Representative in Pennsylvania and has been with Conservest Capital Advisors Inc. since 2003. Previously, Christina worked at J.P. Morgan Securities Inc. in New York. She has a broad range of experience providing financial planning and portfolio management services to individuals, families, and businesses. Her areas of expertise include individual and family planning, business planning, and retirement planning. Christina holds Series 7, 63 and 65 licenses.

Firm Information

Christina Copeland is currently registered with Conservest Capital Advisors Inc.. Conservest Capital Advisors Inc. is a registered investment advisor based in Wynnewood, PA. They specialize in providing financial planning and portfolio management services to individuals, families, businesses, and foundations. Their team of 6 investment adviser representatives manages approximately $1.7 billion in assets.
Conservest Capital Advisors Inc.

257 E. LANCASTER AVENUE

WYNNEWOOD, PA 19096

$1.70B

Assets Under Management

289

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christina Copeland’s Registration & Firm History

PA

09/07/2006 - Present

Conservest Capital Advisors Inc. (WYNNEWOOD PA)

NY

04/02/2002 - 09/15/2003

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/17/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/06/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/01/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christina Francesca Copeland.
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