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RIA / WealthAdvisorCertified Financial Planner22 years in industry

ROBERT ESTEL COPELAND

Advisor at PROFESSIONAL FINANCIAL SOLUTIONS, LLC

FAIRFAX, VA

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Search this name across graphsid dfx:ria:80ccd150-efa3-c9fc-7bcf-bd8031479a9c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Dec 17, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PROFESSIONAL FINANCIAL SOLUTIONS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 17, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jan 18, 2013
First registration: Dec 17, 2003
Dual registered: no
Other names: ROBERT ESTEL COPELAND|ROBERT ESTEL COPELAND
IAPD individual key: 4694898

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PROFESSIONAL FINANCIAL SOLUTIONS, LLC	Independent wealth	Oct 30, 2018	n/a	yes	FAIRFAX, VA	Current employment
MADISON WEALTH MANAGEMENT	Former SEC adviser	Jun 6, 2017	Jan 16, 2018	no	Leesburg, VA	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Nov 19, 2013	May 11, 2017	no	MCLEAN, VA\|VIENNA, VA	Previous registration
EDWARD JONES	National bd RIA	Mar 19, 2013	Aug 12, 2013	no	EXETER, NH\|EXETER, NH\|ST LOUIS, MO	Previous registration
LAKE STREET ADVISORS, LLC	Former SEC adviser	Jan 30, 2009	Jul 13, 2009	no	PORTSMOUTH, NH	Previous registration
KEEL POINT ADVISORS, LLC	Former SEC adviser	Aug 3, 2006	Dec 12, 2008	no	VIENNA, VA	Previous registration
PRIVATE CONSULTING GROUP, INC.	n/a	Dec 17, 2003	Jul 10, 2006	no	ARLINGTON, VA\|ARLINGTON, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MADISON WEALTH MANAGEMENT	PROFESSIONAL FINANCIAL SOLUTIONS, LLC	Jan 16, 2018	Oct 30, 2018	287	Firm change	Other
USAA FINANCIAL PLANNING SERVICES	MADISON WEALTH MANAGEMENT	May 11, 2017	Jun 6, 2017	26	Firm change	Other
EDWARD JONES	USAA FINANCIAL PLANNING SERVICES	Aug 12, 2013	Nov 19, 2013	99	Firm change	Other
LAKE STREET ADVISORS, LLC	EDWARD JONES	Jul 13, 2009	Mar 19, 2013	1,345	Firm change after gap	Other
KEEL POINT ADVISORS, LLC	LAKE STREET ADVISORS, LLC	Dec 12, 2008	Jan 30, 2009	49	Firm change	Other
PRIVATE CONSULTING GROUP, INC.	KEEL POINT ADVISORS, LLC	Jul 10, 2006	Aug 3, 2006	24	Firm change	Other

Relationships

Registered with (7)

→ PROFESSIONAL FINANCIAL SOLUTIONS, LLCRegistered adviserregistration: current employment
Oct 30, 2018 to presentfactForm ADV
→ MADISON WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jun 6, 2017 to Jan 16, 2018factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Nov 19, 2013 to May 11, 2017factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Mar 19, 2013 to Aug 12, 2013factForm ADV
→ LAKE STREET ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 30, 2009 to Jul 13, 2009factForm ADV
→ KEEL POINT ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 3, 2006 to Dec 12, 2008factForm ADV
→ PRIVATE CONSULTING GROUP, INC.Registered adviserregistration: previous registration
Dec 17, 2003 to Jul 10, 2006factForm ADV

Dated events

No dated event names this entity yet.