Shaun Moynihan (CRD# 4491671) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Dallas, TX and has over 22 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 |
|---|---|---|---|
| Coppell Advisory Solutions Llc Dba Fusion Capital Management | Dallas, TX | Jan 2021 - Current | 3 |
| Dempsey Lord Smith, LLC | Rome, GA | Jul 2019 - Oct 2021 | 2 |
| Belmont Capital Advisors | Belmont, NC | Sep 2015 - Sep 2021 | 6 |
| Kalos Capital | Alpharetta, GA | Mar 2017 - Jul 2019 | 2 |
| Kalos Management | Alpharetta, GA | Mar 2017 - Jul 2019 | 2 |
| Securities America, Inc. | Huntersville, NC | Jun 2013 - Oct 2015 | 2 |
| Securities America Advisors, Inc. | Huntersville, NC | Jun 2013 - Oct 2015 | 2 |
| Yadkin Valley Bank And Trust | Huntersville, NC | Jun 2013 - Oct 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2002 |
- NC
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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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