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).

By the Numbers
  • Total Assets Under Management
    530
    MILLION
  • Total Number of Accounts
    5,646
    ACCOUNTS
  • Average Account Value
    $93,824
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
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 11 - 20 of 76 top financial advisors.
11
Tracy B. Coffman
CRD#: 5300051
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019

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.

12
Harold A. Cromwell
CRD#: 2580483
3834 Spicewood Springs, #100, Austin, TX 78759

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.

13
Steven S. Delaney
CRD#: 5295731
Chalfont, PA

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.

14
Daniel W. Donihue
CRD#: 5410711
32111 Big Oak Lane, Castaic, CA 91384

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.

15
Brian C. Dougherty
CRD#: 2299402
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019

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.

16
Daniel W. Dubyk
CRD#: 1810369
805 E Willow Grove Ave, Suite 2-b, Wyndmoor, PA 19038

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.

17
Emerita A. Flores
CRD#: 5377972
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019

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.

18
Ryan K. Foncannon
CRD#: 6381115
5200 Washington Avenue Suite D, Evansville, IN 47715

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.

19
Troy Frazier
CRD#: 5730740
5151 Headquarters Dr., Ste 245, Plano, TX 75024

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.

20
Philip G. Garcia
CRD#: 5475696
3244 Brookside Rd. Suite 140, Stockton, CA 95219

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.

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