Lisa
Brumfield
Coppell Advisory Solutions LLC
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About this Advisor
Lisa Brumfield is a financial advisor based in San Marcos, California, working with Coppell Advisory Solutions LLC. Lisa has previously held positions at Ra Lotter Ins Mkt Inc, Coppell Advisory Solutions Dba Fusion Capital Management, Visionary Wealth Management, LLC, Marathon Group Wealth Management, Gibbs Wealth Management, LLC, Marathon Group Financial, and Gwn Securities Inc. Lisa has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Lisa is part of Coppell Advisory Solutions LLC, which operates out of San Marcos, California. The firm has 24 offices and 76 employees. The firm manages assets totaling $849.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Coppell Advisory Solutions LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Coppell Advisory Solutions LLC Brokerage Details
$849,564,866
76
7,997
$106,235
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Lisa Brumfield Work History
Gibbs Wealth Management, LLC
Marathon Group Wealth Management
Coppell Advisory Solutions Dba Fusion Capital Management
Marathon Group Financial
Visionary Wealth Management, LLC
Gwn Securities Inc
Ra Lotter Ins Mkt Inc
Disclosures
Please visit the SEC profile of Lisa Brumfield to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Coppell Advisory Solutions LLC
San Antonio, TX
Arlington, TX
Cedar Rapids, IA
Coppell, TX
Gainesville, FL
Coppell, TX
Orange, CA
San Diego, CA
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