Roy Ramos, financial advisor Dallas TX

Roy Ramos

CRD Number: 2507211
Current Firm: Coppell Advisory Solutions LLC

Roy Ramos (CRD# 2507211) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Dallas, TX and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Coppell Advisory Solutions, Dba Fusion Capital Management Dallas, TX Jan 2022 - Current < 1
Rmme Inc. Stockton, CA May 2012 - Current 10
Allstate Insurnace Stockton, CA Dec 2001 - Current 20
R&m Connexion, Inc. Stockton, CA Mar 2005 - Mar 2021 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Roy L. Ramos
Phone Number: 866-254-4235
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    431
    MILLIONS
  • Total Number of Accounts
    3,566
    ACCOUNTS
  • Average Account Value
    $120,788
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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