Evans Copeland

Piper Sandler & CO.

3 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Piper Sandler & CO.

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

22 advisors

Number of Clients

2 clients

Average Client Portfolio

$992.5M average

Assets Under Management

$2.0B

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.

Employment History

Current Registrations

Piper Sandler & CO.

September 2024 - Present · 1 yr 5 mos

Piper Sandler & CO.Broker

May 2024 - Present · 1 yr 9 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

Exams

No exam information available for this advisor.