ROBERT ESTEL COPELAND is an investment adviser representative (IAR) with state registration records since 2003, appearing at 7 firms. Currently registered with PROFESSIONAL FINANCIAL SOLUTIONS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PROFESSIONAL FINANCIAL SOLUTIONS, LLC | 2018-10-30 | present | Yes |
| MADISON WEALTH MANAGEMENT | 2017-06-06 | 2018-01-16 | — |
| USAA FINANCIAL PLANNING SERVICES | 2013-11-19 | 2017-05-11 | — |
| EDWARD D. JONES & CO., L.P. | 2013-03-19 | 2013-08-12 | — |
| LAKE STREET ADVISORS, LLC | 2009-01-30 | 2009-07-13 | — |
| KEEL POINT ADVISORS, LLC | 2006-08-03 | 2008-12-12 | — |
| PRIVATE CONSULTING GROUP, INC. | 2003-12-17 | 2006-07-10 | — |