David Coppage
David Coppage is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Florence, KY, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
7310 Turfway Road, Suite 550, Florence, KY, 41042
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the owner of Coppage Wealth Management LLC, a support company DBA. He dedicates minimal time to this business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Fifth Third Securities, INC.Broker
Red Capital Markets, INC.Broker
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.Broker
The Huntington Investment CompanyBroker
State Registrations10 states
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