Sami Edward Farag
Investment adviser representative at Copper Financial
19 yearsExperience
1 stateRegistered in
$410.7MFirm assets
11 yearsFirm in business
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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
19 years in the industry.
- Copper FinancialAug 2026 to now
- Copper Financial Network, LLCAug 2026 to now
- Ifp Securities, LLCJun 2023 to Aug 2026
- Independent Financial PartnersJun 2023 to Aug 2026
- Unify Financial Credit UnionAug 2016 to Aug 2026
- LPL Financial LLCSep 2007 to Jun 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (CA).
Copper Financial
Legal name: Copper Financial Network, LLC
$410.7MAssets managed
4,165Clients
39Advisers
11 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
- 2409751
- Firm CRD
- 168203