Timothy Allsopp, financial advisor Huntsville AL

Timothy Allsopp

CRD Number: 6515986
Current Firm: Coppell Advisory Solutions LLC

Timothy Allsopp (CRD# 6515986) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Huntsville, AL and has over 6 years of experience in the finance industry.

Similar Advisors
Lisa Abbott, financial advisor Huntsville AL
Lisa C. Abbott
CRD# 4169767
Lpl Financial LLC
Similar Advisors
Tony Akin, financial advisor Huntsville AL
Tony J. Akin
CRD# 2106004
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Brenda Armstrong, financial advisor Huntsville AL
Brenda S. Armstrong
CRD# 6238002
Edward Jones
Company Name Location Dates Years
Fusion Investment Advisors Llc Dba Coppell Advisory Solutions Ll Dallas, TX May 2021 - Current 1
Thrivent Financial Appleton, WI Jul 2016 - Current 6
Elite Investment Team, LLC San Diego, CA Sep 2018 - Dec 2020 2
Thrivent Investment Management Inc. Huntsville, AL Dec 2015 - Aug 2018 2
Thrivent Financial Appleton, WI Apr 2016 - Jul 2016 < 1
Self Huntsville, AL Oct 2012 - Dec 2015 3
Aflac Madison, AL Mar 2010 - Oct 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2016
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 Timothy C. Allsopp
Phone Number: 866-254-4235
Registered State(s):
  • AL
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

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.