Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rob? Claim Your ProfileRob Roy Knowles is an investment advisor representative with Copeland Capital Management, LLC. Rob has been in the industry since 1992. Rob has experience in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Rob has passed the Series 6, Series 7, and Series 63 exams. Rob is also licensed as an investment advisor in California. Rob has a history of working with a variety of clients, including high net worth individuals, corporations, insurance companies, charitable organizations, investment companies, pension and profit sharing plans, and state and municipal government entities. Rob is also a Director of Institutional Sales at Copeland Capital Management, LLC.
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.
1
2
CA
01/01/2025 - Present
Copeland Capital Management, LLC (Manhattan Beach CA)
CO
05/21/2007 - 07/06/2010
TRANSAMERICA CAPITAL, INC. (DENVER CO)
ME
10/04/2001 - 10/25/2001
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
AZ
10/20/2000 - 10/04/2001
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
CA
03/14/1997 - 02/16/1999
WILSHIRE ASSOCIATES INCORPORATED (SANTA MONICA CA)
CA
08/07/1994 - 03/23/1995
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NY
10/14/1993 - 03/22/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
CA
10/19/1992 - 01/01/1994
BARABAN SECURITIES, INC. (LOS ANGELES CA)
IA
Issued 06/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Rob Knowles is the right advisor for you? Invested Better is here to help.
