Benjamin Coppock is a registered investment advisor, based in San Antonio, TX, with 2 years of industry experience. Benjamin is also registered as a broker, so some compensation may come from commissions on products sold.
Location
13750 San Pedro Avenue, Suite 940, San Antonio, TX, 78232
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Benjamin volunteers with Junior Achievement of Central Texas, teaching financial literacy to middle and high school students. This activity requires a few hours per week and is not investment-related.
Employment History
Current Registrations
Cary Street PartnersBroker
Cary Street Partners
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
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.
Exams
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