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 31 - 40 of 76 top financial advisors.
31
Patrick M. Mueller
CRD#: 6062146
103 Bombay Ln., Roswell, GA 30076

Patrick Mueller (CRD# 6062146) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Roswell, GA and has over 11 years of experience in the finance industry.

32
Justin D. Mundt
CRD#: 5652696
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019

Justin Mundt (CRD# 5652696) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Dallas, TX and has over 14 years of experience in the finance industry.

33
Eugene R. Pender
CRD#: 1630718
Debary, FL

Eugene Pender (CRD# 1630718) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Debary, FL and has over 36 years of experience in the finance industry.

34
Brandon J. Peterson
CRD#: 5009898
9127 Sw 52nd Ave D-102, Gainesville, FL 32608

Brandon Peterson (CRD# 5009898) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Gainesville, FL and has over 16 years of experience in the finance industry.

35
John M. Peterson
CRD#: 6386256
3244 Brookside Rd. Suite 140, Stockton, CA 95219

John Peterson (CRD# 6386256) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Stockton, CA and has over 9 years of experience in the finance industry.

36
Marilyn J. Prevoir
CRD#: 6559039
Cape Coral, FL

Marilyn Prevoir (CRD# 6559039) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Cape Coral, FL and has over 8 years of experience in the finance industry.

37
Robert T. Pujia
CRD#: 4576099
Mechanicsburg, PA

Robert Pujia (CRD# 4576099) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Mechanicsburg, PA and has over 21 years of experience in the finance industry.

38
Dustin P. Rollins
CRD#: 4669756
Deland, FL

Dustin Rollins (CRD# 4669756) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Deland, FL and has over 9 years of experience in the finance industry.

39
Calvin M. Rutledge
CRD#: 4666552
Poplar Bluff, MO

Calvin Rutledge (CRD# 4666552) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Poplar Bluff, MO and has over 20 years of experience in the finance industry.

40
Ronald S. Staton
CRD#: 5345877
709 Sw 119th Street, Oklahoma City, OK 73170

Ronald Staton (CRD# 5345877) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Oklahoma City, OK and has over 9 years of experience in the finance industry.

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