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Orlando Silvester Copeland

Fisher Investments

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About Orlando Silvester Copeland

Orlando Silvester Copeland is a registered Investment Advisor Representative with Fisher Investments. Orlando has been in the industry since 2008. Orlando holds the Series 66 and Series 7 licenses. The advisor is also licensed in Texas. Orlando is based in PLANO, Texas. Orlando has previous experience at AXA Distributors, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Orlando has specializations in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, Portfolio Management for Pooled Investment Vehicles, and Financial Planning. Orlando has also been involved in Credit Repair services as Partner/Owner of NueCred, a non-investment related business.

Firm Information

Orlando Copeland is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Orlando Copeland’s Registration & Firm History

TX

11/17/2021 - Present

Fisher Investments (PLANO TX)

NJ

02/18/2010 - 09/14/2010

AXA DISTRIBUTORS, LLC (JERSEY CITY NJ)

NY

10/21/2008 - 07/24/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/18/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/20/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Orlando Silvester Copeland.
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