Clinton Copeland
Clinton Copeland is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Atlanta, GA, with 23 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
100 Hartsfield Centre Parkway, Suite 500, Atlanta, GA, 30354
Get directionsHistory
Regulatory History (2)
Judgment / Lien
July 2024Customer Dispute
April 2001Other Business ActivitiesSells Insurance
Clinton is involved in numerous activities, primarily related to teaching insurance and financial planning courses at various institutions, and consulting on advanced strategies in health and life insurance. He also works as an independent insurance agent for multiple companies, dedicating a significant amount of time to these activities.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Innovation Partners LLC
Innovation Partners LLCBroker
Cape Securities INC.Broker
Cape Investment Advisory, INC.
Resource Horizons Investment Advisory, INC.
Resource Horizons Group LLCBroker
Investors Capital Advisory
Investors Capital CORP.Broker
Princor Financial Services CorporationBroker
Invest Financial CorporationBroker
Nylife Securities INC.Broker
Pruco Securities CorporationBroker
State Registrations8 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.