Tracy Coffman (CRD# 5300051) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Dallas, TX and has over 16 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Dec 2022 - Current | 1 |
| Fusion Capital Mgt. D/b/a Tracy Coffman Financial | Austin, TX | Dec 2022 - Current | 1 |
| Coffman Financial | Austin, TX | Oct 2012 - Nov 2022 | 10 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Nov 2012 - Oct 2022 | 9 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Nov 2012 - Oct 2022 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2007 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2007 |
- TX
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Total Assets Under Management850MILLIONS
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Total Number of Accounts7,997ACCOUNTS
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Average Account Value$106,235
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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