Miguel Hernandez (CRD# 4809132) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in South Pasadena, CA and has over 19 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fusion Capital Management | South Pasadena, CA | Nov 2018 - Current | 5 |
| Foresters Equity Services, Inc. | Covina, CA | Apr 2014 - Current | 10 |
| Aflac | West Covina, CA | Mar 2013 - Current | 11 |
| Healthnet | Covina, CA | Jun 2012 - Current | 11 |
| Copeland Group Marketing | Covina, CA | Mar 2012 - Current | 12 |
| Pacific Realty Center | Covina, CA | Feb 2012 - Current | 12 |
| Debtmerica LLC | Covina, CA | Jan 2012 - Current | 12 |
| Legacy Full Circle Financial & Insurance | Covina, CA | Feb 2011 - Current | 13 |
| Mah Financial Strategies Inc. | Pomona, CA | May 2006 - Current | 17 |
| Notary Public | Covina, CA | Jan 1999 - Current | 25 |
| Dj Chicago | Covina, CA | Jun 1998 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2004 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2011 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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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
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