Troy Copeland has been an investment adviser representative at O'Donnell Financial Services since August 2015, and is not listed among the firm’s executive officers or direct owners.
O'Donnell Financial Services, LLC is a San Rafael, CA firm with $427M under management, 995 clients and 4 advisers across 3 offices, as of its March 2026 filing.
Troy Copeland’s longest registration is the current one, 11 years at O'Donnell Financial Services since 2015. Before joining O'Donnell Financial Services in 2015, Troy Copeland was registered through Securities America Advisors, Inc. and Linsco/Private Ledger Corp.
- – present · 11 yearsSan Rafael, CA · Adviser representative · Firm CRD 172520
- Securities America Advisors, Inc.– · under a yearSan Rafael, CA · Adviser representative · Firm CRD 110518
- Securities America Advisors, Inc.– · under a yearLarkspur, CA · Adviser representative · Firm CRD 110518
- Linsco/Private Ledger Corp.– · under a yearSanta Rosa, CA · Adviser representative · Firm CRD 6413
- The Householder Group, Estate & Retirement Specialists– · under a yearSanta Rosa, CA · Adviser representative · Firm CRD 107773
Investment adviser representative registrations
Troy Copeland is registered as an investment adviser representative in California, since August 2015.
- CaliforniaSince 11 August 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 7 September 2013 |
| Series 7 | General Securities Representative Examination | 4 May 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 November 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 November 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Troy Collins Copeland
- CRD
- 4603694
- Firm
- O'Donnell Financial Services · CRD 172520
- Office
- 1101 FIFTH AVE., SUITE 150, San Rafael, CA 94901
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2003
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Troy Copeland work?
Troy Copeland is an investment adviser representative registered through O'Donnell Financial Services, LLC since August 2015, and is not listed among the firm’s executive officers or direct owners.
Is Troy Copeland a financial advisor?
Yes. Troy Copeland has a current investment-adviser registration in California, through O'Donnell Financial Services since August 2015.
How many years of experience does Troy Copeland have?
Troy Copeland has 23 years in the financial industry, since September 2003, across 4 adviser firms.
What exams has Troy Copeland passed?
Troy Copeland has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in November 2002. FINRA credited Troy Copeland with the SIE, which began in October 2018.
Where did Troy Copeland work before O'Donnell Financial Services?
Before O'Donnell Financial Services, Troy Copeland was registered through Securities America Advisors, Inc., September 2013 to January 2014; Linsco/Private Ledger Corp., June 2006 to August 2006; The Householder Group, Estate & Retirement Specialists, October 2005 to July 2006.
Where is Troy Copeland based?
Troy Copeland’s registered office is in San Rafael, CA.
Is Troy Copeland registered with FINRA?
Yes. Troy Copeland has a current broker registration, under CRD 4603694.
Source: FINRA BrokerCheck
How can I verify Troy Copeland’s record?
Search CRD 4603694 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Troy Copeland’s full registration record.
