Marilyn Prevoir (CRD# 6559039) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Cape Coral, FL and has over 8 years of experience in the finance industry.
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2700373
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Coppell Advisory Solutions, Llc, Dba Fusion Capital Management | Dallas, TX | Jul 2022 - Current | 1 |
| Suyi Cpa & Associates, LLC | Bonita Springs, FL | Sep 2021 - Current | 2 |
| Monamie Business & Tax Consultants | Fort Myers, FL | Aug 2018 - Current | 5 |
| Cpa Team Based Model (dba Monamie Wealth And Retirement) | Fort Myers, FL | Sep 2017 - Current | 6 |
| Monamie Wealth & Retirement | Fort Myers, FL | Jul 2016 - Current | 7 |
| Onyx Bridge Wealth Group LLC | Tarrytown, NY | Jan 2021 - Jul 2022 | 1 |
| Elite Investment Team, LLC | San Diego, CA | Sep 2018 - Jan 2021 | 2 |
| Capital Markets Iq | Wilmington, DE | Nov 2017 - Sep 2018 | < 1 |
| Society For Financial Awareness (sofa) | Cape Coral, FL | Jul 2016 - Apr 2018 | 1 |
| Retirement Wealth Advisors | Cape Coral, FL | Sep 2015 - Nov 2017 | 2 |
| Jehm Wealth & Retirement Strategies | Cape Coral, FL | Sep 2015 - Jun 2016 | < 1 |
| Grace Advisory Group | Fort Myers, FL | Jul 2012 - Sep 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2015 |
- FL
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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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