Coppell Advisory Solutions LLC
Coppell Advisory Solutions LLC (CRD# 156549) is a financial advisory firm headquartered in Dallas, TX. They manage $849,564,866 in 7,997 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management850MILLION
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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
Joshua Greenberg (CRD# 2823154) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Fort Lauderdale, FL and has over 14 years of experience in the finance industry.
Carson Grover (CRD# 6728419) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Dallas, TX and has over 7 years of experience in the finance industry.
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.
Jeffrey Heybrock (CRD# 6251275) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in High Point, NC and has over 10 years of experience in the finance industry.
Karen Holland (CRD# 2298337) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Dallas, TX and has over 31 years of experience in the finance industry.
James King (CRD# 1798229) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Solana Beach, CA and has over 35 years of experience in the finance industry.
Michael Mall (CRD# 5840154) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Cherry Hill, NJ and has over 13 years of experience in the finance industry.
Thomas Meaglia (CRD# 862483) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in La Verne, CA and has over 39 years of experience in the finance industry.
Shaun Moynihan (CRD# 4491671) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Dallas, TX and has over 22 years of experience in the finance industry.
Patrick Mueller (CRD# 6062146) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Dallas, TX and has over 11 years of experience in the finance industry.