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).

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 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 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 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 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 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 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 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 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 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 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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