Miguel
Hernandez
Coppell Advisory Solutions LLC
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About this Advisor
Miguel Hernandez is a financial advisor working in South Pasadena, California who has 5 years of relevant experience. Hernandez works at Coppell Advisory Solutions LLC. During their career, Hernandez has held roles at Mah Financial Strategies Inc, Vanguard Capital, Legacy Full Circle Financial & Insurance, Pacific Realty Center, Copeland Group Marketing, Healthnet, Notary Public, Dj Chicago, Debtmerica LLC, Aflac, Foresters Equity Services, Inc and Fusion Capital Management. Hernandez maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in California, Louisiana and Texas. Coppell Advisory Solutions LLC is an advisory company that has its headquarters in Coppell, TX. It has offices in 57 locations and a total of 81 advisors. It administers $530 million in assets under management across its 5,646 client accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 5,646 client accounts, just 1% are held by high-net-worth investors who have at least $1 million in assets. Coppell Advisory Solutions LLC provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees are based on which services the firm provides the client. However, fee types charged by Coppell Advisory Solutions LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Coppell Advisory Solutions LLC Brokerage Details
$529,728,395
81
5,646
$93,824
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
Miguel Hernandez Work History
Miguel has been registered as a financial advisor for 5 years.*
Fusion Capital Management
Foresters Equity Services, Inc
Aflac
Pacific Realty Center
Copeland Group Marketing
Healthnet
Debtmerica LLC
Legacy Full Circle Financial & Insurance
Mah Financial Strategies Inc
Notary Public
Dj Chicago
Vanguard Capital
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Miguel Hernandez 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
La Verne, CA
Orange, CA
Charleston, SC
Cherry Hill, NJ
Mechanicsburg, PA
Charleston, SC
Fort Myers, FL
San Antonio, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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