Lawrence Copeland
Lawrence Copeland is a ChFC-designated registered investment advisor at Commonwealth Financial Network, based in Findlay, OH, with 38 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
336 South Main Street, Findlay, OH, 45840
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Regulatory History (1)
Customer Dispute
February 2016Other Business ActivitiesSells Insurance
Lawrence sells fixed insurance and is the CEO & Owner of Copeland Financial Investment and Wealth Management, Inc. He also owns Copeland Insurance Group, LLC, where he works as an agent selling life, property, and casualty insurance; these activities each take about 10-20% of his time.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Guardian Investor Services CorporationBroker
Erie Capital Investment CorporationBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.