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Julia N Copeland

Charles Schwab & CO., Inc.

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About Julia N Copeland

Julia Copeland is a registered representative with Charles Schwab & CO., Inc. Julia has been in the securities industry since July 10, 2019. Julia has been employed by Charles Schwab & CO., Inc. since March 2020. Prior to that, Julia was employed by FIDELITY BROKERAGE SERVICES LLC from January 2015 to February 2016. Julia has also been actively involved in the real estate industry since August 2017. In addition to their work in the financial services industry, Julia also has experience in design and consulting, having been involved in the marketing and design field since November 2018. Julia is registered in 41 states and has both Series 7, 63, 66, and 9 licenses.

Firm Information

Julia 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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Julia Copeland’s Registration & Firm History

TX

06/25/2020 - Present

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

TX

03/31/2015 - 02/12/2016

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 06/25/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/06/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/11/2022

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 05/25/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/07/2020

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Julia N Copeland.
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