Unclaimed Profile

Edward Burke Karns

COPPERPLATE CAPITAL LLC·MENLO PARK, California

Clean recordCOPPERPLATE CAPITAL LLC

2744 SAND HILL RD, MENLO PARK, CA 94025CRD# 4791927Firm CRD# 174528

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Edward Burke Karns · MENLO PARK, CA

Registration

CRD #4791927 · COPPERPLATE CAPITAL LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Edward Burke Karns is a registered financial advisor based in MENLO PARK, California, affiliated with COPPERPLATE CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

COPPERPLATE CAPITAL LLC

AUM

$158M

Regulatory assets under management

Employees

Total firm employees

View all advisors at COPPERPLATE CAPITAL LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4791927

Firm CRD# 174528

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Edward Burke Karns offer?

Edward Burke Karns specializes in Retirement Planning. Contact their office in MENLO PARK, California for a consultation.

What are Edward Burke Karns's credentials?

Edward Burke Karns is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Edward Burke Karns located?

Edward Burke Karns is based in MENLO PARK, California, working with COPPERPLATE CAPITAL LLC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.

How does Edward Burke Karns charge for services?

Edward Burke Karns's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COPPERPLATE CAPITAL LLC?

COPPERPLATE CAPITAL LLC has approximately 3 employees and manages $158M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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