Susan Copeland has been an investment adviser representative at Hippocratic Financial Advisors since April 2025, and is not listed among the firm’s executive officers or direct owners.
Hippocratic Financial Advisors LLC is a Westlake Village, CA firm with $229M under management, 382 clients and 5 advisers across 6 offices, as of its September 2026 filing.
Susan Copeland’s longest registration was 3 years at Cahaba Wealth Management, Inc. (2016–2020). Before joining Hippocratic Financial Advisors in 2025, Susan Copeland was registered through Avantax Planning Partners, Inc. and Bridgeworth Wealth Management.
- – present · 1 yearHomewood, AL · Adviser representative · Firm CRD 169481
- Avantax Planning Partners, Inc.– · 2 yearsDubuque, IA · Adviser representative · Firm CRD 106237
- Bridgeworth Wealth Management– · 2 yearsBirmingham, AL · Adviser representative · Firm CRD 164100
- Cahaba Wealth Management, Inc.– · 3 yearsBirmingham, AL · Adviser representative · Firm CRD 151675
- PMD Advisory– · under a yearBirmingham, AL · Adviser representative · Firm CRD 159443
Investment adviser representative registrations
Susan Copeland is registered as an investment adviser representative in 2 states. The first approvals date from April 2025; the most recent is Texas, in September 2025.
- AlabamaSince 11 April 2025
- TexasSince 22 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 April 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Susan R Copeland
- CRD
- 6222877
- Firm
- Hippocratic Financial Advisors · CRD 169481
- Office
- Homewood, AL
- Registration
- Investment adviser registration
- In the industry since
- August 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Susan Copeland work?
Susan Copeland is an investment adviser representative registered through Hippocratic Financial Advisors LLC since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Susan Copeland a financial advisor?
Yes. Susan Copeland has a current investment-adviser registration in Alabama and Texas, through Hippocratic Financial Advisors since April 2025.
How many years of experience does Susan Copeland have?
Susan Copeland has 11 years in the financial industry, since August 2015, across 5 adviser firms.
What exams has Susan Copeland passed?
Susan Copeland passed the Series 65 in April 2015.
Where did Susan Copeland work before Hippocratic Financial Advisors?
Before Hippocratic Financial Advisors, Susan Copeland was registered through Bridgeworth Wealth Management, January 2020 to January 2023; Cahaba Wealth Management, Inc., February 2016 to January 2020; PMD Advisory, May 2015 to January 2016.
Where is Susan Copeland based?
Susan Copeland’s registered office is in Homewood, AL.
Is Susan Copeland registered with FINRA?
No. Susan Copeland has no current broker registration.
How can I verify Susan Copeland’s record?
Search CRD 6222877 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Susan Copeland’s full registration record.