Michael Mall, financial advisor Cherry Hill NJ

Michael Mall

CRD Number: 5840154
Current Firm: Coppell Advisory Solutions LLC

Michael Mall (CRD# 5840154) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Cherry Hill, NJ and has over 13 years of experience in the finance industry. Michael Mall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Nexus Medicare Solutions, LLC Cherry Hill, NJ Aug 2021 - Current 2
Fusion Capital Management Dallas, TX Jul 2019 - Current 4
Virtue Capital Management Nashville, TN Jul 2014 - Current 9
Mall Retirement Group, LLC Marlton, NJ Aug 2010 - Current 13
Mall Retirement Group LLC Marlton, NJ Feb 2003 - Current 21
Mall Retirement Group, LLC Marlton, NJ Feb 2003 - Current 21
Proequities Inc. Birmingham, AL Jun 2014 - Dec 2015 1
Center Street Securities Nashville, TN Apr 2012 - Jul 2014 2
Brookstone Capital Management Wheaton, IL Aug 2010 - Jul 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2012
S65 NASAA Investment Advisors Law Examination Jul 2010
Contact Info for Michael P. Mall
Phone Number: 866-254-4235
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    530
    MILLIONS
  • Total Number of Accounts
    5,646
    ACCOUNTS
  • Average Account Value
    $93,824
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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