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Robert Estel Copeland

Professional Financial Solutions, LLC

Fairfax, VA

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Current Employers
Professional Financial Solutions, Llc

10517A West Drive, Fairfax, VA 22030-8144 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2018-10-30
  • VA RA
    APPROVED
    Since 2018-10-30

Branch Locations

10517A West Drive, Fairfax, VA 22030-8144 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Usaa Financial Advisors, Inc. Vienna VA 11/2013 04/2017
Usaa Financial Planning Services Vienna VA 11/2013 04/2017
Madison Wealth Management, Llc Leesburg VA 05/2017 12/2017
Professional Financial Solutions, Llc Fairfax VA 10/2018 Present
Museum Of The Bible Washington DC 01/2018 10/2018
  • 11/2013 → 04/2017
    Usaa Financial Advisors, Inc.
    Vienna, VA
  • 11/2013 → 04/2017
    Usaa Financial Planning Services
    Vienna, VA
  • 05/2017 → 12/2017
    Madison Wealth Management, Llc
    Leesburg, VA
  • 10/2018 → Present
    Professional Financial Solutions, Llc
    Fairfax, VA
  • 01/2018 → 10/2018
    Museum Of The Bible
    Washington, DC
Previous Registrations
  • 2017-06-06 → 2018-01-16
    Madison Wealth Management
    Leesburg, VA
  • 2013-11-19 → 2017-05-11
    Usaa Financial Planning Services
    Mclean, VA
    Vienna, VA
  • 2013-03-19 → 2013-08-12
    Edward Jones
    Exeter, NH
    Exeter, NH
    St Louis, MO
  • 2009-01-30 → 2009-07-13
    Lake Street Advisors, Llc
    Portsmouth, NH
  • 2006-08-03 → 2008-12-12
    Keel Point Advisors, Llc
    Vienna, VA
  • 2003-12-17 → 2006-07-10
    Private Consulting Group, Inc.
    Arlington, VA
    Arlington, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-01-18
  • S66 Uniform Combined State Law Examination
    2013-01-18
Designations
Other Names
  • Robert Estel Copeland
  • Robert Estel Copeland

View on SEC IAPD

Other Firms

ARKADIOS WEALTH ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
PALLADIUM WEALTH MANAGEMENT, LLC
COMMONWEALTH ASSET MANAGEMENT GROUP LLC
EQUITY SERVICES, INC.
EAGLE STRATEGIES LLC
EDWARD JONES

Other Investors

MICHAEL HUSTON TORREY
Patrizia Francesca Adriazola
Stephen Little
TANZIMA ASHRAFI
KAREN MAN TSANG
Andrew William Crowe
MICHAEL JOSEPH MCLENIGAN
Jennifer H Denner

Other Offices

ARKADIOS WEALTH ADVISORS · Fairfax, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BURKE, VA
WELLS FARGO CLEARING SERVICES, LLC · BURKE, VA
PALLADIUM WEALTH MANAGEMENT, LLC · BURKE, VA
COMMONWEALTH ASSET MANAGEMENT GROUP LLC · FAIRFAX, VA
EQUITY SERVICES, INC. · FAIRFAX, VA
EAGLE STRATEGIES LLC · BURKE, VA
EDWARD JONES · FAIRFAX, VA

More in Fairfax, VA

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