Susan R Copeland

Employer firm

Hippocratic Financial Advisors CRD 169481

$229M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 02/2016 → 01/2020
  Cahaba Wealth Management, Inc
  Atlanta, GA
• 01/2020 → 01/2023
  Bridgeworth, Llc
  Birmingham, AL
• 05/2012 → Present
  Ymca Mt. Brook
  Birmingham, AL
• 01/2023 → 04/2025
  Avantax Planning Partners
  Dallas, TX
• 04/2025 → Present
  Hippocratic Financial Advisors
  Homewood, AL

Previous Registrations

• 2023-03-13 → 2025-06-11
  Avantax Planning Partners, Inc.
  Dubuque, IA
• 2020-01-23 → 2023-01-16
  Bridgeworth Wealth Management
  Birmingham, AL
  Birmingham, AL
• 2016-02-29 → 2020-01-21
  Cahaba Wealth Management, Inc.
  Birmingham, AL
  Atlanta, GA
• 2015-05-22 → 2016-01-28
  Pmd Advisory
  Hoover, AL

Other Businesses

1) YMCA MT. BROOK, 2401 20th Place South, BIRMINGHAM, AL 35223 -NON INVESTMENT RELATED -PART-TIME SPIN INSTRUCTOR -START DATE: 05/2012 TO PRESENT -DEVOTE APPROXIMATELY 10 HRS MONTHLY -NO HOURS DEVOTED DURING TRADING HOURS -I INSTRUCT WEEKLY EXERCISE SPINNING CLASSES TO APPROXIMATELY 30 MEMBERS. 2) EVERPLANNING COLLECTIVE - Business entity used for receiving advisory-related compensation. - Does not engage in direct advisory activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-04-21

Designations

• Certified Financial Planner

Other Names

• Susan Renee Jolley
• Susan R Copeland
• Susan Renee Copeland
• Susan Copeland