Kevin Felty, financial advisor Norfolk VA

Kevin Felty

CRD Number: 2354084
Current Firm: Coppell Advisory Solutions LLC

Kevin Felty (CRD# 2354084) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Norfolk, VA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Coppell Advisory Solutions Llc Dba Fusion Capital Management Dallas, TX Dec 2021 - Current < 1
Felty Life Agency And Financial Advisors Norfolk, VA Nov 2021 - Current < 1
Children's Hospital Of The King's Daughters Norfolk, VA Jul 2020 - Current 2
Felty Life Agency Norfolk, VA Mar 2014 - Current 8
Depaul Medical Center Norfolk, VA Aug 2011 - Jul 2020 8
Virginia Pension Center Inc. Virginia Beach, VA Oct 1998 - Feb 2014 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1997
S65 NASAA Investment Advisors Law Examination Nov 2021
Contact Info for Kevin P. Felty
Phone Number: 866-254-4235
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    431
    MILLIONS
  • Total Number of Accounts
    3,566
    ACCOUNTS
  • Average Account Value
    $120,788
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

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

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