David C Copeland
Investment adviser representative at Principle Wealth
11 yearsExperience
1 stateRegistered in
$3.2BFirm assets
8 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Principle WealthMay 2026 to now
- Principle Wealth Partners LLCMay 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2025 to May 2026
- PaychexMar 2020 to Feb 2025
- Enterprise Rent-a-carAug 2017 to Feb 2020
- State Street CorporationJun 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CT).
Principle Wealth
Legal name: Principle Wealth Partners LLC
$3.2BAssets managed
1,210Clients
21Advisers
8 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
- 8067920
- Firm CRD
- 290180