Douglas Bridgman, financial advisor Orange CA

Douglas Bridgman

CRD Number: 6528353
Current Firm: Coppell Advisory Solutions LLC

Douglas Bridgman (CRD# 6528353) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Orange, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Fusion Capital Management Dallas, TX Aug 2019 - Current 3
Precision Capital Management Coppell, TX Jul 2015 - Current 7
Mosley Financial Services Anaheim, CA Feb 2015 - Feb 2016 1
Unemployed Orange, CA Oct 2014 - Feb 2015 < 1
First Direct Lending Irvine, CA Jun 2014 - Oct 2014 < 1
Greenlight Loans Irvine, CA Apr 2013 - Jun 2014 1
Cash All Mortgage Orange, CA Jun 2011 - Apr 2013 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2015
Contact Info for Douglas M. Bridgman
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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