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Terry Lee Ledbetter

KOPION ASSET MANAGEMENT, LLC·MCKINNEY, Texas
Series 65Clean record23 years registeredKOPION ASSET MANAGEMENT, LLC
400 W. LOUISIANA STREET, MCKINNEY, TX 75069-4444CRD# 4410713Firm CRD# 152693

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Terry Lee Ledbetter · MCKINNEY, TX
Registration
CRD #4410713 · KOPION ASSET MANAGEMENT, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

KOPION ASSET MANAGEMENT, LLC
Mar 2010 – present
FRIEDBERG INVESTMENT MANAGEMENT, INC.
Oct 2002 – Oct 2009
HOUSTON, TX
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 28, 2002
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KOPION ASSET MANAGEMENT, LLC
CRD 152693 · SEC 801-118111
AUM
$131M
Regulatory assets under management
Employees
2
15 client accounts
Services offered by KOPION ASSET MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at KOPION ASSET MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Terry Lee Ledbetter offer?
Terry Lee Ledbetter specializes in Investment Management, Fee-Only Advisory. Contact their office in MCKINNEY, Texas for a consultation.
What are Terry Lee Ledbetter's credentials?
Terry Lee Ledbetter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terry Lee Ledbetter located?
Terry Lee Ledbetter is based in MCKINNEY, Texas, working with KOPION ASSET MANAGEMENT, LLC. Their office serves clients in the MCKINNEY metropolitan area and surrounding communities.
How does Terry Lee Ledbetter charge for services?
Terry Lee Ledbetter's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KOPION ASSET MANAGEMENT, LLC?
KOPION ASSET MANAGEMENT, LLC has approximately 2 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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