Financial ADVSR advisor directory · SEC adviser records
Coppell Advisory Solutions LLC financial advisors in Dallas, TX
Every SEC-registered investment adviser representative at a Coppell Advisory Solutions LLC office in Dallas, A to Z.
31 registered advisors work at Coppell Advisory Solutions LLC in Dallas, out of 80 at the firm nationwide; it ranks number 31 in the city by advisors. 3 list the CFP designation and 2 are also registered broker representatives.
Coppell Advisory Solutions LLC advisors in Dallas, A to Z
Every Coppell Advisory Solutions LLC advisor →- Hermogenes P. Abero Jr.Investment adviser rep
- Leo M. BiscochoInvestment adviser rep
- Elizabeth M. CacanindinInvestment adviser rep
- Adam R. CarrollInvestment adviser rep
- Tracy B. CoffmanAlso a broker rep
- Jonathan P. DobsonInvestment adviser rep
- Elizabeth C. DonihueInvestment adviser rep
- Amon D. DothardInvestment adviser rep
- Adam R. DowlenInvestment adviser rep
- Emerita A. FloresInvestment adviser rep
- Everett C. FranksInvestment adviser rep
- Donald P. GoernerCertified Financial Planner · Also a broker rep
- Karen M. HollandInvestment adviser rep
- Tara KhorInvestment adviser rep
- Taylor D. LeeCertified Financial Planner
- Cecilia PenaInvestment adviser rep
- Caroline G. RaknessInvestment adviser rep
- Roy L. RamosInvestment adviser rep
- Keenan R. RedfearnInvestment adviser rep
- Christopher L. RibeiroInvestment adviser rep
- Matthew B. RowleyInvestment adviser rep
- Alaina M. SandersInvestment adviser rep
- John P. ScarpelliInvestment adviser rep
- Cole H. StatonInvestment adviser rep
- Curtis J. StephensInvestment adviser rep
- Herson Royce L. TaasinInvestment adviser rep
- Robert H. Trowbridge IIIChartered Financial Consultant
- Steven M. WatkinsCertified Financial Planner
- Eric P. WeschkeInvestment adviser rep
- John K. WesselsInvestment adviser rep
- Pamela H. WilsonInvestment adviser rep
Coppell Advisory Solutions LLC advisors in every city and state →Coppell Advisory Solutions LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Coppell Advisory Solutions LLC advisors in other cities
Belmont, NC 7Stockton, CA 5Cedar Rapids, IA 2Meridian, ID 2Omaha, NE 2Alton, IL 1Austin, TX 1Castiac, CA 1Chalfont, PA 1Cherry Hill, NJ 1Coppell, TX 1Debary, FL 1Deland, FL 1Elizabethtown, PA 1Forney, TX 1
Other firms in Dallas
All Dallas advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 233J.P. Morgan Securities LLC 228Morgan Stanley 226UBS Financial Services Inc. 137Goldman Sachs Wealth Services, L.P. 94Cetera Investment Advisers LLC 85Wells Fargo Clearing Services, LLC 83Rockefeller Financial LLC 78LPL Financial LLC 73Hilltop Securities Inc. 70Momentum Independent Network Inc. 69Strategic Advisers LLC 68
Questions
How many financial advisors does Coppell Advisory Solutions LLC have in Dallas?
31 investment adviser representatives are registered at Coppell Advisory Solutions LLC offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 80 nationwide. 3 list the CFP designation and 2 are also registered as broker representatives.
Is Coppell Advisory Solutions LLC one of the largest advisor employers in Dallas?
Coppell Advisory Solutions LLC ranks number 31 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 233.
How do I check a Coppell Advisory Solutions LLC advisor in Dallas?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Coppell Advisory Solutions LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.