Mark Edward Copeland
Oprichter bij Signature Estate & Investment Advisors LLC
Profiel
Mr. Mark E.
Copeland is a Founding Partner at Signature Estate & Investment Advisors LLC.
He lays emphasis in Investment Planning and Wealth Management with affluent individuals, athletes and corporations.
He has experience in Investment Planning and Wealth Management with affluent individuals, athletes and corporations.
Currently, he is a licensed independent insurance broker and Partner with Signature Comprehensive Insurance Services, LLC.
Since 1988, Mr. Copeland has been in the securities and insurance business.
His current memberships include the International Board of Certified Financial Planners and the National Association of Insurance & Financial Advisors
Mr. Copeland received his Bachelors of Science degree in Political Science from the University of California, Los Angeles.
He is a CERTIFIED FINANCIAL PLANNER practitioner with the Certified Financial Planner Board of Standards, Inc., having completed the CFP professional education program through the College of Financial Planning in 1993.
He is also a licensed insurance agent.
Actieve functies van Mark Edward Copeland
| Bedrijven | Functie | Begin |
|---|---|---|
Signature Estate & Investment Advisors LLC
 Signature Estate & Investment Advisors LLC Investment ManagersFinance Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses. | Oprichter | 01-01-1997 |
Opleiding van Mark Edward Copeland
| University of California, Los Angeles | Undergraduate Degree |
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Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Signature Estate & Investment Advisors LLC
Signature Estate & Investment Advisors LLC Investment ManagersFinance Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses. | Finance |
