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James Eric Copeland

Advisory Services Network

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About James Eric Copeland

James Eric Copeland is a financial advisor with over 20 years of experience in the industry. James is currently registered with Advisory Services Network, LLC in Texas. James has previously worked with Ameriprise Financial Services, Inc., Fidelity Brokerage Services LLC, and American Express Financial Advisors Inc. James is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7 and Series 66 securities licenses. James specializes in providing financial planning, portfolio management, and selection of other advisers. James has a strong track record of helping clients achieve their financial goals.

Firm Information

James Copeland is currently registered with Advisory Services Network. Advisory Services Network is a financial advisory firm headquartered in Atlanta, GA. The firm provides a range of financial services including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $6.8 billion in assets for a diverse clientele including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. The firm employs 86 licensed agents, 206 investment advisor representatives, and 14 registered representatives.
Advisory Services Network

6600 PEACHTREE DUNWOODY RD.

ATLANTA, GA 30328

$6.82B

Assets Under Management

44

Total Clients

213

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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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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fixed fees

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

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percentage of assets

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

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James Copeland’s Registration & Firm History

TX

05/03/2018 - Present

Advisory Services Network (Southlake TX)

TX

04/26/2017 - 05/09/2018

AMERIPRISE FINANCIAL SERVICES, INC. (STEPHENVILLE TX)

TX

10/31/2000 - 04/11/2017

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

MN

03/06/2000 - 10/25/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/06/2000 - 10/25/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 04/20/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/09/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/03/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Eric Copeland.
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