Terence Brown, financial advisor Cary NC

Terence Brown

CRD Number: 6260397
Current Firm: Coppell Advisory Solutions LLC

Terence Brown (CRD# 6260397) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Cary, NC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Coppell Advisory Solutions, Llc Dba Fusion Capital Management Dallas, TX Aug 2021 - Current < 1
Independent Insurance Agent Dba Left Tackle Advisors Raleigh, NC Nov 2012 - Current 9
Visionary Wealth Management, LLC Alpharetta, GA Dec 2020 - Aug 2021 < 1
Gibbs Wealth Management, LLC Alpharetta, GA Jun 2020 - Aug 2021 1
Fusion Capital Management Dallas, TX Jul 2019 - May 2020 < 1
M Holdings Securities, Inc. Provo, UT Sep 2016 - Jul 2017 < 1
Links Consulting Provo, UT Nov 2012 - Jun 2017 4
Byu Provo, UT Jan 2006 - Oct 2012 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2016
Contact Info for Terence K. Brown
Phone Number: 866-254-4235
Firm Website: http://www.fusioncm.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    383
    MILLIONS
  • Total Number of Accounts
    4,513
    ACCOUNTS
  • Average Account Value
    $84,889
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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