Coppell Advisory Solutions LLC
Coppell Advisory Solutions LLC (CRD# 156549) is a financial advisory firm headquartered in Dallas, TX. They manage $529,728,395 in 5,646 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management530MILLION
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Total Number of Accounts5,646ACCOUNTS
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Average Account Value$93,824
- 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
Tracy Coffman (CRD# 5300051) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Dallas, TX and has over 16 years of experience in the finance industry.
Harold Cromwell (CRD# 2580483) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Austin, TX and has over 18 years of experience in the finance industry.
Steven Delaney (CRD# 5295731) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Chalfont, PA and has over 11 years of experience in the finance industry.
Daniel Donihue (CRD# 5410711) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Castaic, CA and has over 16 years of experience in the finance industry.
Brian Dougherty (CRD# 2299402) 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.
Daniel Dubyk (CRD# 1810369) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Wyndmoor, PA and has over 35 years of experience in the finance industry.
Emerita Flores (CRD# 5377972) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Dallas, TX and has over 16 years of experience in the finance industry.
Ryan Foncannon (CRD# 6381115) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Evansville, IN and has over 9 years of experience in the finance industry.
Troy Frazier (CRD# 5730740) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Plano, TX and has over 14 years of experience in the finance industry.
Philip Garcia (CRD# 5475696) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Stockton, CA and has over 16 years of experience in the finance industry.