Mark Edward Copeland
Investment adviser representative at Seia
38 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$22.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
38 years in the industry.
- Ses Inc.Aug 2023 to now
- Royal Alliance Associates, Inc.Nov 2018 to now
- Seia LLCApr 1997 to now
- Signator Investors, Inc.May 1988 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 3 states (CA, LA, TX).
Seia
Legal name: Signature Estate & Investment Advisors LLC
$22.5BAssets managed
9,833Clients
130Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1844301
- Firm CRD
- 108163