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 51 - 60 of 76 top financial advisors.
51
Brian J. Bartold
CRD#: 6180301
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019

Brian Bartold (CRD# 6180301) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Dallas, TX and has over 3 years of experience in the finance industry.

52
Leo M. Biscocho
CRD#: 2986618
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019

Leo Biscocho (CRD# 2986618) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Dallas, TX and has over 26 years of experience in the finance industry.

53
Sabrina L. Brown
CRD#: 7255550
?6827 Camp Bullis Road, Suite 402, San Antonio, TX 78256

Sabrina Brown (CRD# 7255550) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in San Antonio, TX and has over 3 years of experience in the finance industry.

54
Terence K. Brown
CRD#: 6260397
106 Fountain Brook Circle, Suite A, Cary, NC 27511

Terence Brown (CRD# 6260397) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Cary, NC and has over 7 years of experience in the finance industry.

55
Elizabeth M. Cacanindin
CRD#: 7425187
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019

Elizabeth Cacanindin (CRD# 7425187) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Dallas, TX and has 1 year of experience in the finance industry.

56
Dana Dunkelberger
CRD#: 7269035
6827 Camp Bullis Road, Suite 402, San Antonio, TX 78256

Dana Dunkelberger (CRD# 7269035) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in San Antonio, TX and has over 3 years of experience in the finance industry.

57
Tyler R. Dunkelberger
CRD#: 7646750
6827 Camp Bullis Rd., Suite 402, San Antonio, TX 78256

Tyler Dunkelberger (CRD# 7646750) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in San Antonio, TX and has 1 year of experience in the finance industry.

58
Kevin P. Felty
CRD#: 2354084
Norfolk, VA

Kevin Felty (CRD# 2354084) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Norfolk, VA and has over 26 years of experience in the finance industry.

59
Larry R. Hunt
CRD#: 7410126
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019

Larry Hunt (CRD# 7410126) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Dallas, TX and has 1 year of experience in the finance industry.

60
Michael F. Irwin
CRD#: 7635536
3751 Westerre Parkway, Suite C, Richmond, VA 23233

Michael Irwin (CRD# 7635536) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Richmond, VA and has 1 year of experience in the finance industry.

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