Lisa Brumfield (CRD# 3247177) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in San Marcos, CA and has over 8 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 2946276
Lpl Financial LLC
CRD# 1563615
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Visionary Wealth Management, LLC | Alpharetta, GA | Dec 2020 - Current | 3 |
| Coppell Advisory Solutions Dba Fusion Capital Management | Dallas, TX | May 2019 - Current | 4 |
| Marathon Group Financial | Mission Viejo, CA | Jun 2015 - Current | 8 |
| Gwn Securities Inc. | Palm Beach Gardens, FL | Jun 2015 - May 2019 | 3 |
| Ra Lotter Ins Mkt Inc. | Newport Beach, CA | Mar 1991 - May 2015 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2015 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2015 |
- CA
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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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