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).
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Total Assets Under Management850MILLION
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Total Number of Accounts7,997ACCOUNTS
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Average Account Value$106,235
- 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
Anthony Apollaro (CRD# 2524799) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Coppell, TX and has over 16 years of experience in the finance industry.
Randall Boone (CRD# 2296176) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Reading, PA and has over 17 years of experience in the finance industry.
Ryan Borer (CRD# 4336934) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Coppell, TX and has over 15 years of experience in the finance industry.
Andrew Brace (CRD# 6365633) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Portland, MI and has over 9 years of experience in the finance industry.
Christopher Brace (CRD# 1095133) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Sunfield, MI and has over 40 years of experience in the finance industry.
Douglas Bridgman (CRD# 6528353) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Orange, CA and has over 9 years of experience in the finance industry.
Lisa Brumfield (CRD# 3247177) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in San Marcos, CA and has over 8 years of experience in the finance industry.
Justin Carlson (CRD# 5504307) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Surprise, AZ and has over 16 years of experience in the finance industry.
Devin Choules (CRD# 5960686) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Logan, UT and has over 11 years of experience in the finance industry.
Jason Cillo (CRD# 6214681) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Milford, NH and has over 10 years of experience in the finance industry.