Kevin FeltyCRD 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.
Fidelity Personal And Workplace Advisors
Cambridge Investment Research Advisors, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|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|
Total Assets Under Management431MILLIONS
Total Number of Accounts3,566ACCOUNTS
Average Account Value$120,788
- 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
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