Dustin
Rollins

Coppell Advisory Solutions LLC

CRD#4669756
Investment Advisor
in Deland, FL

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About this Advisor

Dustin Rollins is a financial advisor based in Deland, Florida, working with Coppell Advisory Solutions LLC. Dustin has previously held positions at Oxford Business Services Inc, Horter Investment Management, LLC, College Funding, Precision Capital Management, and Fusion Capital Management. Dustin has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Dustin is part of Coppell Advisory Solutions LLC, which operates out of Deland, 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

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Deland, FL

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Coppell Advisory Solutions LLC Brokerage Details

Total Assets Under Management

$849,564,866

FL Average: $3,042,739,679
Total Number of Employees

76

FL Average: 49
Total Number of Accounts

7,997

FL Average: 2,315
Average Account Size

$106,235

FL Average: $1,314,358

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

Dustin Rollins Work History

2019 - Present (5 years)

Fusion Capital Management

2016 - Present (8 years)

Precision Capital Management

2015 - Present (9 years)

College Funding

2014 - Present (10 years)

Horter Investment Management, LLC

2010 - Present (14 years)

Oxford Business Services Inc

Disclosures

Please visit the SEC profile of Dustin Rollins 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

Brandon Peterson
Gainesville, FL
Douglas Bridgman
Orange, CA
Tyler Dunkelberger
San Antonio, TX
Curtis Stephens
Coppell, TX
Grace Suchy
Coppell, TX
Anton Anderson
San Diego, CA
Stewart Leafblad
Arlington, TX
Taylor Lee
Coppell, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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