Julia Copeland
Advisor at Charles Schwab
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Charles Schwab
Location
Abilene, TX 79606-8243
Credentials
Series 63, Series 66
Industry experience
6 years
Client services
Based on Charles Schwab
Financial planning
Selection of other advisers
Wrap fee program sponsor and financial planning advisor referral program
Wrap fee program sponsor and financial planning advisor referral program
Location
3560 Catclaw Drive
Abilene, TX 79606-8243
Most active in
Julia C has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Charles Schwab
2020 - Present (6 years)
Citizens Bank
2019 - 2020 (1 year)
MDF Design and Consulting, LLC
2018 - Present (8 years)
Self Employed - Lambert's
2018 - 2019 (1 year)
Self Employed - Remax
2017 - 2018 (1 year)
Self Employed - LAW OFFICE OF MARK D. FOSTER
2009 - 2018 (9 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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