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
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.
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.
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.
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.
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.
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.
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.
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.
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.