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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Cameron Spencer is a registered Investment Advisor Representative with Copeland Capital Management, LLC. James has been in the industry since January 1999 and holds a Series 65 license. James is a registered investment advisor representative in Pennsylvania and has been active in the state of Iowa. Copeland Capital Management, LLC is a firm with approximately $4.77 billion in regulatory assets under management and provides portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles.
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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03/09/2010 - Present
Copeland Capital Management, LLC ( )
IA
Issued 04/19/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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