Coppell Advisory Solutions LLC

Coppell Advisory Solutions LLC (CRD# 156549) is a financial advisory firm headquartered in Dallas, TX. They manage $430,730,524 in 3,566 accounts and serve the financial needs of clients across 50 states (or territories).

Current Firm Details
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019
https://www.linkedin.com/company/fusion-capital-management-inc
By the Numbers
  • Total Assets Under Management
    431
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Coppell Advisory Solutions LLC
Showing 1 - 10 of 78 top financial advisors.
1
Fraser Allport, financial advisor Daytona Bach Shores FL
Fraser L. Allport
CRD#: 1242844
Daytona Bach Shores, FL

Fraser Allport (CRD# 173716) is an Investment Advisor Representative working at Safe and Smart Money, LLC in Vero Beach, FL and has over 35 years of experience in the finance industry.

2
Timothy Allsopp, financial advisor Huntsville AL
Timothy C. Allsopp
CRD#: 6515986
Huntsville, AL

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.

3
Anthony Apollaro, financial advisor Coppell TX
Anthony F. Apollaro
CRD#: 2524799
870 S. Denton Tap Rd. Suite 250, Coppell, TX 75019

Anthony Apollaro (CRD# 2524799) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Coppell, TX and has over 15 years of experience in the finance industry.

4
Randall Boone, financial advisor Reading PA
Randall L. Boone
CRD#: 2296176
Reading, PA

Randall Boone (CRD# 2296176) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Reading, PA and has over 15 years of experience in the finance industry.

5
Ryan Borer, financial advisor Coppell TX
Ryan J. Borer
CRD#: 4336934
870 S. Denton Tap Rd., Suite 250, Coppell, TX 75019

Ryan Borer (CRD# 4336934) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Coppell, TX and has over 13 years of experience in the finance industry.

6
Andrew Brace, financial advisor Portland MI
Andrew C. Brace
CRD#: 6365633
Portland, MI

Andrew Brace (CRD# 6365633) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Portland, MI and has over 7 years of experience in the finance industry.

7
Christopher Brace, financial advisor Sunfield MI
Christopher O. Brace
CRD#: 1095133
Sunfield, MI

Christopher Brace (CRD# 1095133) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Sunfield, MI and has over 39 years of experience in the finance industry.

8
Douglas Bridgman, financial advisor Orange CA
Douglas M. Bridgman
CRD#: 6528353
Orange, CA

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.

9
Lisa Brumfield, financial advisor San Marcos CA
Lisa G. Brumfield
CRD#: 3247177
100 E.san Marcos Blvd Suite 400, San Marcos, CA 92069

Lisa Brumfield (CRD# 3247177) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in San Marcos, CA and has over 6 years of experience in the finance industry.

10
Justin Carlson, financial advisor Surprise AZ
Justin F. Carlson
CRD#: 5504307
11323 W. Bell Rd #301, Surprise, AZ 85378

Justin Carlson (CRD# 5504307) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Surprise, AZ and has over 14 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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