Troy Copeland
Troy Copeland is a registered investment advisor at Independent Financial Group, LLC, based in San Rafael, CA, with 22 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
1101 Fifth Ave., Suite 150, San Rafael, CA, 94901
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Troy is a California insurance agent offering various types of insurance products, dedicating minimal time to this activity. He also works full-time as an investment advisor representative with O'Donnell Financial Services, LLC, and spends minimal time as an independent contractor offering trust facilitator services.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
O'donnell Financial Services, LLC
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Prudential Investment Management Services LLCBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Diversified Investors Securities CORP.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Aig Financial Advisors, INC.Broker
The Householder Group, Estate & Retirement Specialists
Sunamerica Securities, INC.Broker
Royal Alliance Associates, INC.Broker
Foresters Equity Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.