Mark
Copeland

Seia

CRD#1844301
Investment Advisor
in Los Angeles, CA
Are you Mark Copeland? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 63, Series 65, Certified Financial Planner

Years of Experience

30 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

2121 Avenue Of The Stars Suite 1600
Los Angeles, CA 90067

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Seia Brokerage Details

Total Assets Under Management

$5,826,012,490

CA Average: $7,578,581,321
Total Number of Employees

85

CA Average: 43
Total Number of Accounts

10,210

CA Average: 3,727
Average Account Size

$570,618

CA Average: $2,033,427

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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.

2018 - Present (1 years)

Royal Alliance Associates, Inc

1997 - Present (22 years)

Signature Estate & Investment Advisors

1988 - Present (31 years)

Signator Investors, Inc

Disclosures

Mark Copeland has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started