AdvisorOS Directory
Claim Profile
RC

Robert Estel Copeland

PROFESSIONAL FINANCIAL SOLUTIONS, LLC·FAIRFAX, Virginia
Unclaimed Profile
10517A WEST DRIVE, FAIRFAX, VA 22030-8144CRD# 4694898Firm CRD# 114957
01

About

Robert Estel Copeland is a registered financial advisor based in FAIRFAX, Virginia, affiliated with PROFESSIONAL FINANCIAL SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PROFESSIONAL FINANCIAL SOLUTIONS, LLC
PROFESSIONAL FINANCIAL SOLUTIONS, LLC
AUM
$286M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at PROFESSIONAL FINANCIAL SOLUTIONS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4694898
Firm CRD# 114957
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FAIRFAX?

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

Browse FAIRFAX AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Robert Estel Copeland offer?
Robert Estel Copeland specializes in Financial Planning, Investment Management. Contact their office in FAIRFAX, Virginia for a consultation.
What are Robert Estel Copeland's credentials?
Robert Estel Copeland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Estel Copeland located?
Robert Estel Copeland is based in FAIRFAX, Virginia, working with PROFESSIONAL FINANCIAL SOLUTIONS, LLC. Their office serves clients in the FAIRFAX metropolitan area and surrounding communities.
How does Robert Estel Copeland charge for services?
Robert Estel Copeland's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROFESSIONAL FINANCIAL SOLUTIONS, LLC?
PROFESSIONAL FINANCIAL SOLUTIONS, LLC has approximately 7 employees and manages $286M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in FAIRFAX
Rishi Bharathan — RESPOND.COM, INC.Melanie Corbett Simons — REFRAME WEALTH, LLCAtul Jain — RESPOND.COM, INC.Howard Lawrence Lichstrahl — H. L. LICHSTRAHL & COMPANY, LLCMichael James Rebibo — 1ST PORTFOLIO, INC.
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile