Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Copeland is a financial professional with over 30 years of experience in the financial services industry. Gary is currently registered as a Registered Representative with Brokers International Financial Services, LLC and an Investment Advisor Representative with the state of Georgia. Prior to joining Brokers International Financial Services, LLC Gary was a Registered Representative with Dempsey Lord Smith, LLC, KOVACK SECURITIES INC., Resource Horizons Group LLC, SunAmerica Securities, Inc. and IFG Network Securities, Inc. Gary holds a Series 6, Series 63, Series 65 and SIE license. Gary is an active member of the financial community. Gary is committed to providing clients with personalized financial advice and guidance to help them reach their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Percentage of assets managed by third-party advisor firms
1
2
GA
12/22/2020 - Present
Brokers International Financial Services, LLC (Kennesaw GA)
GA
09/14/2015 - 12/18/2020
DEMPSEY LORD SMITH, LLC (KENNESAW GA)
GA
10/15/2014 - 09/15/2015
KOVACK SECURITIES INC. (Kennesaw GA)
GA
05/02/2005 - 10/15/2014
RESOURCE HORIZONS GROUP LLC (MARIETTA GA)
AZ
06/27/1995 - 05/05/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
GA
11/13/1992 - 04/18/1995
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
01/14/1988 - 11/15/1990
COLONIAL PENN DISTRIBUTORS CORP.
IA
Issued 11/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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