Lori
Copeland
Sparta Wealth Partners
Answer a few questions and
get matched with an advisor.
About this Advisor
Lori Copeland is a financial advisor who works out of Charlotte, North Carolina. Copeland is on the advisory team at Sparta Wealth Partners. The advisor has gained experience at Lpl Financial LLC, Silverrock Wealth Partners, The Morgan Companies, Homemaker, Independent Advisor Alliance, LLC and Total Solutions Enterprise, LLC. Copeland holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Florida, North Carolina and South Carolina. Sparta Wealth Partners is an advisory company operating in Charlotte, North Carolina. It manages $194 million in assets among its 400 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 400 client accounts, 91% belong to high-net-worth clients who have greater than $1 million in investable assets. Sparta Wealth Partners provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules typically vary depending on the services provided. However, fees charged by Sparta Wealth Partners likely include some blend of asset-based, hourly and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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.
Sparta Wealth Partners Brokerage Details
$194,100,000
2
400
$485,250
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
Lori Copeland Work History
Lori has been registered as a financial advisor for 0 years.*
Total Solutions Enterprise, LLC
Independent Advisor Alliance, LLC
Lpl Financial LLC
The Morgan Companies
Silverrock Wealth Partners
Homemaker
*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 Lori 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 Sparta Wealth Partners
Charlotte, NC
Charlotte, NC
Waxhaw, NC
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
