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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.