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Randy Lynn Copus

Randy L. Copus AND Associates, LLC

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About Randy Lynn Copus

Randy Copus has been in the financial services industry since 1983. Randy is a registered Investment Advisor Representative in the state of Ohio. Randy has worked with several firms over the years, including L.M. Kohn & Company, IFG Network Securities, Inc., MFI Investments Corp., Fahnestock & Co., Inc., B.C. Christopher Securities Co., and Pruco Securities Corporation. Currently, Randy is a Registered Investment Advisor Representative with Randy L. Copus and Associates, LLC. Randy's firm provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.

Firm Information

Randy Copus is currently registered with Randy L. Copus AND Associates, LLC. Randy L. Copus AND Associates, LLC is a financial advisor with 2 licensed agents and 2 investment advisor representatives. They offer financial planning, pension consulting, and selection of other advisors. They manage approximately $28 million in assets for 115 clients, primarily individuals.

$28.00M

Assets Under Management

4

Total Clients

2

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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other

12b-1 fees

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Randy Copus’s Registration & Firm History

OH

11/12/2004 - Present

Randy L. Copus AND Associates,LLC (LAKEVIEW OH)

OH

06/07/2000 - 08/01/2012

L.M. KOHN & COMPANY (LAKEVIEW OH)

GA

07/06/1995 - 03/31/2000

IFG NETWORK SECURITIES, INC. (ATLANTA GA)

OH

01/06/1994 - 07/06/1995

MFI INVESTMENTS CORP. (BRYAN OH)

NY

03/23/1990 - 12/31/1993

FAHNESTOCK & CO., INC. (NEW YORK NY)

MO

10/02/1986 - 03/23/1990

B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)

NA

08/09/1983 - 10/08/1986

PRUCO SECURITIES CORPORATION

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Licenses & Designations

IA

Issued 12/06/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/19/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/06/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Randy Lynn Copus.
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