Terence BrownCRD 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.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|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|
Total Assets Under Management383MILLIONS
Total Number of Accounts4,513ACCOUNTS
Average Account Value$84,889
- 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.