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Lawrence C

ChFC®, Series 63

Findlay, OH

Commonwealth Financial Network

Lawrence Copeland Jr. is a financial advisor with Commonwealth Financial Network based in Findlay, OH. He holds the ChFC® designation and Series 63 license, and has 38 years of industry experience. Prior to joining Commonwealth in 2021, he worked at VOYA Financial Advisors from 2014 to 2021 and has been involved with Copeland Financial Investment and Wealth Management since 2012, where he serves as CEO and owner. Commonwealth Financial Network is a registered investment adviser that supports a national network of advisors with advisory programs, technology, and operational services. The firm offers a variety of investment and wealth management solutions, including discretionary model portfolios and customizable advisory programs.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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