Coppell Advisory Solutions LLC

Coppell Advisory Solutions LLC (CRD# 156549) is a financial advisory firm headquartered in Dallas, TX. They manage $849,564,866 in 7,997 accounts and serve the financial needs of clients across 50 states (or territories).

Current Firm Details
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019
https://www.facebook.com/fusioncm/
By the Numbers
  • Total Assets Under Management
    850
    MILLION
  • Total Number of Accounts
    7,997
    ACCOUNTS
  • Average Account Value
    $106,235
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 71 - 75 of 75 top financial advisors.
71
Cole Staton, financial advisor Dallas TX
Cole H. Staton
CRD#: 7365012
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019

Cole Staton (CRD# 7365012) 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.

72
Curtis Stephens, financial advisor Dallas TX
Curtis J. Stephens
CRD#: 7147529
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019

Curtis Stephens (CRD# 7147529) 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.

73
Daniel Swantek, financial advisor Omaha NE
Daniel M. Swantek
CRD#: 5905431
11921 Shirley St., Omaha, NE 68144

Daniel Swantek (CRD# 5905431) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Omaha, NE and has over 4 years of experience in the finance industry.

74
Herson Royce Taasin, financial advisor Dallas TX
Herson Royce L. Taasin
CRD#: 7425233
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019

Herson Royce Taasin (CRD# 7425233) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Dallas, TX and has 1 year of experience in the finance industry.

75
John Wessels, financial advisor Dallas TX
John K. Wessels
CRD#: 2950145
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019

John Wessels (CRD# 2950145) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Dallas, TX and has over 22 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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