Joshua
Greenberg
Coppell Advisory Solutions LLC
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About this Advisor
Joshua Greenberg is a financial advisor operating out of Fort Lauderdale, Florida who has 10 years of industry experience. Greenberg is an advisor for Coppell Advisory Solutions LLC. Their career trajectory has included roles at Greenburg Tax & Insurance, Fusion Investment Advisors, LLC and Motiv8 Investments LLC. Greenberg maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Florida. Coppell Advisory Solutions LLC is a registered investment company that has its headquarters in Coppell, TX. The company has offices in 57 locations and a total of 81 people on staff. It has $530 million in assets across its 5,646 customer accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 5,646 client accounts, just 1% are associated with high-net-worth clients who have more than $1 million in investable assets. Coppell Advisory Solutions LLC offers a number 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 fee schedules typically vary depending on the financial services offered. Fees charged by Coppell Advisory Solutions LLC can be comprised of any blend of 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
Joshua Greenberg Work History
Joshua has been registered as a financial advisor for 10 years.*
Fusion Investment Advisors, LLC
Greenburg Tax & Insurance
Motiv8 Investments LLC
*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 Joshua Greenberg 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
Orange, CA
La Verne, CA
Cherry Hill, NJ
Charleston, SC
Mechanicsburg, PA
Metairie, LA
Huntsville, AL
Coppell, 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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