Brandon
Peterson
Coppell Advisory Solutions LLC
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About this Advisor
Brandon Peterson is a financial advisor based in Gainesville, Florida, working with Coppell Advisory Solutions LLC. Brandon has previously held positions at Markey Wealth Management, Inc, Markey Investment Management, Amelia's, K&K Property Preservation, Goodwill Industries Big Bend, Markey Insurance Associates, Fusion Capital Management, Dtrt Insurance Services, and Dtrt Advisors. Brandon has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Brandon is part of Coppell Advisory Solutions LLC, which operates out of Gainesville, Florida. 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
Brandon Peterson Work History
Fusion Capital Management
Dtrt Insurance Services
Dtrt Advisors
Markey Wealth Management, Inc
Markey Investment Management
Markey Insurance Associates
Amelia'S
K&K Property Preservation
Goodwill Industries Big Bend
Disclosures
Please visit the SEC profile of Brandon Peterson 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
Coppell, TX
Gainesville, FL
San Antonio, TX
Coppell, TX
Arlington, TX
San Diego, CA
Coppell, TX
Orange, CA
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