AC
AC

Andrew Brian Coplin

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
132 advisors
Number of Clients
1,750 clients
Average Client Portfolio
$172K average
Assets Under Management
$301.5M

Fee Structure

Minimum Investment:$15K
Financial Planning:Investment management only
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Location

6020 East Fulton, Ada, MI, 49301

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Andrew is involved with Trussvest, LLC, where he sells insurance and manages/educates employers and employees on 401k plans. He is also involved with his wife's company, Melaleuca Inc., to promote chemical-free living.

Employment History
Current Registrations
USA Financial Securities Corporation
November 2016 - Present · 9 yrs 3 mos
USA Financial Securities LLCBroker
May 2016 - Present · 9 yrs 9 mos
State Registrations5 states
AZMOOKWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew Brian Coplin - Financial Advisor | TrueAdvisor