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About this Advisor
Mark Copeland is a certified financial planner in Los Angeles, California. Currently a registered advisor at Seia, Copeland has a notable 30 years of practice as a registered advisor. Copeland maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Copeland can work with customers based out of California. The advisor has gained experience at Royal Alliance Associates, Inc, Signator Investors, Inc and Signature Estate & Investment Advisors. Seia is headquartered in Los Angeles, California, and has six other brick-and-mortar locations in the United States. As a company, Seia manages $6 billion in assets throughout 10,210 accounts and employs more than 85 people. The firm's total assets under management makes it one of the largest investment advisory firms in the country. The firm manages 1,512 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 23% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Seia can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Seia Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Mark Copeland Work History
Mark has 30 years of experience.
Royal Alliance Associates, Inc
Signature Estate & Investment Advisors
Signator Investors, Inc
Mark Copeland has disclosures.
Please visit their SEC profile for more details.