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
Justin Mundt (CRD# 5652696) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Dallas, TX and has over 14 years of experience in the finance industry.
Eugene Pender (CRD# 1630718) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Debary, FL and has over 36 years of experience in the finance industry.
Brandon Peterson (CRD# 5009898) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Gainesville, FL and has over 16 years of experience in the finance industry.
John Peterson (CRD# 6386256) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Stockton, CA and has over 9 years of experience in the finance industry.
Marilyn Prevoir (CRD# 6559039) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Cape Coral, FL and has over 8 years of experience in the finance industry.
Robert Pujia (CRD# 4576099) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Mechanicsburg, PA and has over 21 years of experience in the finance industry.
Dustin Rollins (CRD# 4669756) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Deland, FL and has over 9 years of experience in the finance industry.
Calvin Rutledge (CRD# 4666552) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Poplar Bluff, MO and has over 20 years of experience in the finance industry.
Ronald Staton (CRD# 5345877) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Dallas, TX and has over 9 years of experience in the finance industry.
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.