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Clinton Copeland

Cambridge Investment Research Advisors, INC.
24 Years of Experience
Atlanta, GA
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Clinton Copeland is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Atlanta, GA, with 24 years of industry experience. Clinton is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

100 Hartsfield Centre Parkway, Suite 500, Atlanta, GA, 30354

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
July 2024
Customer Dispute
April 2001
Settled
View Full SEC ReportHow to Read Disclosures
Other 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 Advisors, INC.
December 2019 - Present · 6 yrs 10 mos
Cambridge Investment Research, INC.Broker
December 2019 - Present · 6 yrs 10 mos
Previous Registrations
Innovation Partners LLC
August 2016 - January 2019 · 2 yrs 5 mos
Innovation Partners LLCBroker
August 2016 - January 2019 · 2 yrs 5 mos
Cape Securities INC.Broker
January 2014 - September 2016 · 2 yrs 8 mos
Cape Investment Advisory, INC.
January 2014 - September 2016 · 2 yrs 8 mos
Resource Horizons Investment Advisory, INC.
January 2010 - December 2013 · 3 yrs 11 mos
Resource Horizons Group LLCBroker
January 2010 - December 2013 · 3 yrs 11 mos
Investors Capital Advisory
April 2006 - December 2009 · 3 yrs 8 mos
Investors Capital CORP.Broker
February 2005 - December 2009 · 4 yrs 10 mos
Princor Financial Services CorporationBroker
April 2002 - February 2003 · 10 mos
Invest Financial CorporationBroker
December 1999 - March 2001 · 1 yr 3 mos
Nylife Securities INC.Broker
June 1999 - December 1999 · 6 mos
Pruco Securities CorporationBroker
April 1998 - April 1999 · 1 yr
State Registrations8 states
CAFLGAMONCNYPATX
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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