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 41 - 50 of 76 top financial advisors.
41
Yehoshua L. Sternbach
CRD#: 6616024
Plainview, NY

Yehoshua Sternbach (CRD# 6616024) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Plainview, NY and has over 9 years of experience in the finance industry.

42
Craig S. Sullivan
CRD#: 5525141
1330 N. White Chapel Blvd, Suite 200, Southlake, TX 76092
Craig Sullivan (CRD# 5525141) is an Investment Advisor Representative working at Fusion Capital Management in Southlake, TX and has over 10 years of experience in the finance industry.
43
Robert H. Trowbridge
CRD#: 1027815
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019

Robert Trowbridge (CRD# 1027815) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Dallas, TX and has over 28 years of experience in the finance industry.

44
Tiffany A. Welka
CRD#: 7022455
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019

Tiffany Welka (CRD# 7022455) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Dallas, TX and has over 5 years of experience in the finance industry.

45
Eric P. Weschke
CRD#: 2486324
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019

Eric Weschke (CRD# 2486324) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Dallas, TX and has over 29 years of experience in the finance industry.

46
Michael E. Williams
CRD#: 1615641
New Castle, PA

Michael Williams (CRD# 1615641) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in New Castle, PA and has over 36 years of experience in the finance industry.

47
Hermogenes P. Abero
CRD#: 1312402
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019

Hermogenes Abero (CRD# 1312402) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Dallas, TX and has 1 year of experience in the finance industry.

48
Maria Regina I. Alvis
CRD#: 7410372
3244 Brookside Road, Suite #144, Stockton, CA 95219

Maria Regina Alvis (CRD# 7410372) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Stockton, CA and has 1 year of experience in the finance industry.

49
Terrence C. Asuncion
CRD#: 7454986
San Jose, CA

Terrence Asuncion (CRD# 7454986) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in San Jose, CA and has 1 year of experience in the finance industry.

50
Ethan Ball
CRD#: 7476674
373 Collins Road Ne, Ste. 106, Cedar Rapids, IA 52402

Ethan Ball (CRD# 7476674) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Cedar Rapids, IA and has over 2 years of experience in the finance industry.

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