Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tobin? Claim Your ProfileTobin Copeland is a financial advisor registered with Tucker Asset Management LLC. Tobin has been in the industry since 1983 and has a variety of experience in the financial services sector. Tobin has a broad range of experience in the financial services industry and offers a variety of services including financial planning, portfolio management for individuals, and selection of other advisors. Tobin's past affiliations include Sunamerica Securities, Inc., Dominion Capital Corporation, NML Equity Services, Inc., Robert W. Baird & Co. Incorporated, Integrated Resources Equity Corporation, Titan Capital Corporation, Anchor National Financial Services, Inc., and MGA Securities Corporation.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Shares in fees paid to third party investment advisers
1
2
TX
08/05/2022 - Present
Tucker Asset Management LLC (Fort Worth TX)
AZ
01/14/2004 - 06/01/2004
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
07/29/2003 - 09/19/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
TX
09/29/1989 - 11/02/1995
DOMINION CAPITAL CORPORATION (DALLAS TX)
WI
04/27/1988 - 05/10/1990
NML EQUITY SERVICES, INC. (MILWAUKEE WI)
WI
04/27/1988 - 04/11/1989
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
06/23/1986 - 07/18/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
03/06/1985 - 07/14/1986
TITAN CAPITAL CORPORATION
NA
04/25/1984 - 03/14/1985
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
10/25/1983 - 04/09/1984
MGA SECURITIES CORPORATION
IA
Issued 09/24/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/1985
Series 24 - General Securities Principal Examination
BC
Issued 07/28/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 10/24/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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