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Ethan William Copeland

Charles Schwab & CO., Inc.

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About Ethan William Copeland

Ethan Copeland is a financial professional with experience in the industry since 2020. Ethan is currently a Registered Representative at Charles Schwab & Co., Inc. located in Westlake, TX. Ethan has also held previous roles at TD AMERITRADE CLEARING, INC. and TD AMERITRADE, INC. Ethan holds several licenses including Series 63, Series 4, Series 24, Series 7TO, and SIE. Ethan's current registrations include a state registration in Texas. Ethan is active in the securities industry and has been involved in providing financial advice to clients.

Firm Information

Ethan Copeland is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Ethan Copeland’s Registration & Firm History

TX

09/09/2022 - Present

Charles Schwab & CO., Inc. (Westlake TX)

TX

01/05/2021 - 12/16/2022

TD AMERITRADE CLEARING, INC. (Southlake TX)

TX

01/10/2020 - 12/16/2022

TD AMERITRADE, INC. (Southlake TX)

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Licenses & Designations

BC

Issued 02/14/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/04/2021

Series 4 - Registered Options Principal Examination

BC

Issued 08/13/2020

Series 24 - General Securities Principal Examination

BC

Issued 01/10/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/30/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Ethan William Copeland.
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