Mark
Copeland
Seia
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About this Advisor
Mark Copeland is a certified financial planner based out of Newport Beach, California with 26 years of relevant experience. Copeland works at Seia. During their career, the advisor has held roles at Signator Investors, Inc, Signature Estate & Investment Advisors and Royal Alliance Associates, Inc. Copeland has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California, Louisiana and Texas. Seia is a financial advisory company that has its headquarters in Los Angeles, CA. It has offices in 12 locations and a total of 98 advisors. It oversees $12 billion in assets under management across its 17,180 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 16 charities and foundations. Of its 17,180 client accounts, 62% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management usually depend on which services the firm provides the client. Fee types charged by Seia can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Seia Brokerage Details
$11,665,897,705
98
17,180
$679,039
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 been registered as a financial advisor for 26 years.*
Royal Alliance Associates, Inc
Signature Estate & Investment Advisors
Signator Investors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Copeland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Seia
Redondo Beach, CA
Los Angeles, CA
Redondo Beach, CA
Los Angeles, CA
Los Angeles, CA
Houston, TX
Irvine, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
