MC
CFP
MC
CFP
Mark Copeland
38 Years of Experience
Newport Beach, CA
1 DisclosureBrokerSells Insurance
Mark Copeland is a CFP-designated registered investment advisor, based in Newport Beach, CA, with 38 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold.
Location
610 Newport Center Dr., Suite 300, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2012Settled
Other Business ActivitiesSells Insurance
Mark holds an insurance license for insurance sales and service, dedicating minimal time to it. He is also a Senior Partner and Financial Advisor, spending full-time hours and selling life insurance, LTC, and annuity products when applicable.
Employment History
Current Registrations
Signature Estate Securities, LLCBroker
August 2023 - Present · 3 yrs 2 mos
Seia
July 1997 - Present · 29 yrs 3 mos
Previous Registrations
Osaic Wealth, INC.Broker
November 2018 - August 2023 · 4 yrs 9 mos
Signator Investors, INC.Broker
July 1988 - November 2018 · 30 yrs 4 mos
John Hancock Mutual Life Insurance CompanyBroker
July 1988 - May 1997 · 8 yrs 10 mos
State Registrations14 states
AZCACOCTFLIDILLANVORSCTXUTWA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.
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