Yolanda Copeland
Yolanda Copeland is a registered investment advisor at Cetera Investment Advisers LLC, based in Orlando, FL, with 11 years of industry experience. Yolanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Orlando, FL
Get directionsHistory
Regulatory History (2)
Financial
May 2017Customer Dispute
May 2002Other Business ActivitiesSells Insurance
Yolanda sells fixed insurance products as an insurance agent, dedicating minimal time. She is also a board member of a neighborhood association and a financial advisor at Convergent Financial Partners, spending nearly full-time hours offering financial services, including investments, insurance, and financial advice.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Allgen Financial Advisors, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Money Concepts Capital CORPBroker
State Registrations1 state
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.