Unclaimed Profile

Karen Copeland

WARREN FINANCIAL SERVICE & ASSOCIATES, INC.·EXTON, Pennsylvania

Clean recordWARREN FINANCIAL SERVICE & ASSOCIATES, INC.

7 DOWLIN FORGE RD, EXTON, PA 19341CRD# 7510463Firm CRD# 119066

Profile Verification

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

Identity

Karen Copeland · EXTON, PA

Registration

CRD #7510463 · WARREN FINANCIAL SERVICE & ASSOCIATES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Karen Copeland is a registered financial advisor based in EXTON, Pennsylvania, affiliated with WARREN FINANCIAL SERVICE & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

Speak with Karen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Karen is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

WARREN FINANCIAL SERVICE & ASSOCIATES, INC.

WARREN FINANCIAL SERVICE

AUM

$366M

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at WARREN FINANCIAL SERVICE & ASSOCIATES, INC. →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7510463

Firm CRD# 119066

View on FINRA BrokerCheck →

Looking for a financial advisor in EXTON?

Browse all registered financial advisors in EXTON, Pennsylvania or claim this profile if it's yours.

Browse EXTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Karen Copeland offer?

Karen Copeland specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in EXTON, Pennsylvania for a consultation.

What are Karen Copeland's credentials?

Karen Copeland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Karen Copeland located?

Karen Copeland is based in EXTON, Pennsylvania, working with WARREN FINANCIAL SERVICE & ASSOCIATES, INC.. Their office serves clients in the EXTON metropolitan area and surrounding communities.

How does Karen Copeland charge for services?

Karen Copeland'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 WARREN FINANCIAL SERVICE & ASSOCIATES, INC.?

WARREN FINANCIAL SERVICE & ASSOCIATES, INC. is a registered investment adviser with the SEC, managing $366M in regulatory assets under management. See their Form ADV for full details.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →