Brian Scott Copeland

Employer firm

Keel Point, LLC CRD 127902

$4.07B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• CONSULTING SERVICE TO THIRD-PARTY RIA

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → Present
  Keel Point Capital, Llc
  Huntsville, AL
• 08/2015 → Present
  Keel Point, Llc
  Huntsville, AL

Previous Registrations

• 2005-09-16 → 2015-09-02
  Cambridge Investment Research Advisors, Inc.
  Huntsville, AL
• 2004-09-24 → 2005-09-22
  Concourse Financial Group Securities, Inc.
  Huntsville, AL

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-09-22
• S63 Uniform Securities Agent State Law Examination
  2004-03-24

Other Names

• Scott Copeland