“Copeland Wealth Management” refers to the network of independent retail firms encompassing, among others, Copeland Advisors LLC, Copeland Advisor Networks LLC, Copeland Investment Services LLC (marketed as Copeland Financial Institutions or Copeland Investors), and Copeland Financial Specialists LLC. All firms are members FINRA/SIPC. Copeland Financial Group is located at 121 Franklin St, Clarksville, Tennessee, 37040.
Individuals affiliated with Copeland firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Learn more about our firm's background and Investment Professionals on FINRA's BrokerCheck.
