EC
EC

Evans Copeland

4 Years of Experience
Broker

Evans Copeland is a registered investment advisor at Piper Sandler & CO., based in Atlanta, GA, with 4 years of industry experience. Their practice areas include Investment Management. Their firm serves 2 clients with $2B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
IM Fee
Planning only
Assets Under Management
$2.0B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3424 Peachtree Road, N.E., Suite 2050, Atlanta, GA, 30326

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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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Employment History
Current Registrations
Piper Sandler & CO.
September 2024 - Present · 1 yr 7 mos
Piper Sandler & CO.Broker
May 2024 - Present · 1 yr 11 mos
Previous Registrations
Truist Securities, INC.Broker
October 2022 - May 2024 · 1 yr 7 mos
Stifel, Nicolaus & Company, Incorporated
February 2022 - September 2022 · 7 mos
Stifel, Nicolaus & Company, IncorporatedBroker
January 2022 - September 2022 · 8 mos
State Registrations2 states
GAKS
AdvisorBroker

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.

Exams
No exam information available for this advisor.