Timothy AllsoppCRD 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.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
|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|
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
Total Assets Under Management431MILLIONS
Total Number of Accounts3,566ACCOUNTS
Average Account Value$120,788
- 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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