Michael Copeland
Michael Copeland is a registered investment advisor at LPL Financial LLC, based in Irmo, SC, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
7326 College St Ste 100, Irmo, SC, 29063
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael referees soccer matches, dedicating about 10-20% of his time to this activity. He also sells non-variable insurance through Good Life Insurance Associates, spending a few hours per week, and is a member of the South Carolina Youth Soccer Assn.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
On Investment Management CO
The O.N. Equity Sales CompanyBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Walnut Street Securities, INC.Broker
A. G. Edwards & Sons, INC.Broker
Invest Financial CorporationBroker
Invest Financial CorporationBroker
Prudential-Bache Securities INC.Broker
The Stuart-James Company, INC.Broker
State Registrations9 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.