Robert Copeland has held the title Member at Professional Financial Solutions since January 2022, is not listed as a control person, but directly owns between 10% and 25% of the firm. Robert Copeland holds a Bachelor's degree in finance from James Madison University.
Professional Financial Solutions, LLC is a Fairfax, VA firm with $410M under management, 279 clients and 6 advisers in one office, as of its February 2026 filing.
Rob Copeland is a financial adviser and co-owner of Professional Financial Solutions, LLC. He joined the firm in 2018, after working as a wealth manager for a national financial services company that serves the military community and holding various positions at other advisory firms.
Robert Copeland’s longest registration is the current one, 7 years at Professional Financial Solutions since 2018. Before joining Professional Financial Solutions in 2018, Robert Copeland was registered through Madison Wealth Management and Usaa Financial Planning Services.
- – present · 7 yearsFairfax, VA · Adviser representative · Firm CRD 114957
- Madison Wealth Management– · under a yearLeesburg, VA · Adviser representative · Firm CRD 111728
- Usaa Financial Planning Services– · 3 yearsVienna, VA · Adviser representative · Firm CRD 106352
- Edward Jones– · under a yearExeter, NH · Adviser representative · Firm CRD 250
- Lake Street Advisors, LLC– · under a yearPortsmouth, NH · Adviser representative · Firm CRD 125471
- Keel Point Advisors, LLC– · 2 yearsVienna, VA · Adviser representative · Firm CRD 139379
- Private Consulting Group, Inc.– · 2 yearsArlington, VA · Adviser representative · Firm CRD 45053
Professional designations
Listed by Professional Financial Solutions
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Robert Copeland is registered as an investment adviser representative in Virginia, since October 2018.
- VirginiaSince 30 October 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 18 January 2013 |
| Series 7 | General Securities Representative Examination | 3 January 2013 |
| Series 24 | General Securities Principal Examination | 9 August 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- General Securities Principal Examination
- Full name
- Robert Estel Copeland
- CRD
- 4694898
- Firm
- Professional Financial Solutions · CRD 114957
- Role
- Member
- Office
- 10517A WEST DRIVE, Fairfax, VA 22030-8144
- Registration
- Investment adviser registration
- In the industry since
- July 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- profinancialsolutions.com
Where does Robert Copeland work?
Robert Copeland has held the title Member at Professional Financial Solutions, LLC since January 2022.
Is Robert Copeland a financial advisor?
Yes. Robert Copeland has a current investment-adviser registration in Virginia, through Professional Financial Solutions since October 2018.
How many years of experience does Robert Copeland have?
Robert Copeland has 18 years in the financial industry, since July 2008, across 7 adviser firms.
What exams has Robert Copeland passed?
Robert Copeland has passed 3 licensing exams: the Series 24, Series 7 and Series 66. The earliest, the Series 24, was passed in August 2004. FINRA credited Robert Copeland with the SIE, which began in October 2018.
Where did Robert Copeland work before Professional Financial Solutions?
Before Professional Financial Solutions, Robert Copeland was registered through Madison Wealth Management, June 2017 to January 2018; Usaa Financial Planning Services, November 2013 to May 2017; Edward Jones, March 2013 to August 2013; Lake Street Advisors, LLC, January 2009 to July 2009; Keel Point Advisors, LLC, August 2006 to December 2008; Private Consulting Group, Inc., December 2003 to July 2006.
Where is Robert Copeland based?
Robert Copeland’s registered office is in Fairfax, VA.
Is Robert Copeland registered with FINRA?
No. Robert Copeland has no current broker registration.
Is Robert Copeland a CFP?
Professional Financial Solutions lists Robert Copeland with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Robert Copeland’s record?
Search CRD 4694898 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Copeland’s full registration record.