Cole Staton (CRD# 7365012) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Dallas, TX and has over 3 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 | Coppell, TX | Oct 2023 - Current | < 1 |
| C&m Financial Group | Oklahoma City, OK | Jan 2019 - Current | 5 |
| Virtue Capital Management | Brentwood, TN | Apr 2021 - Oct 2023 | 2 |
| University Of Oklahoma | Norman, OK | Aug 2015 - Dec 2018 | 3 |
| Ou Athletics | Norman, OK | Aug 2017 - Oct 2018 | 1 |
| Academy Sports & Outdoors | Oklahoma City, OK | May 2016 - Aug 2016 | < 1 |
| Christian Heritage Academy | Del City, OK | Jan 2011 - May 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- OK
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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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