Marilyn
Prevoir
Coppell Advisory Solutions LLC
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About this Advisor
Marilyn Prevoir is a financial advisor based out of Fort Myers, Florida who has 1 year of industry experience. Prevoir is an employee of Coppell Advisory Solutions LLC. Their career trajectory has included roles at Retirement Wealth Advisors, Jehm Wealth & Retirement Strategies, Monamie Wealth & Retirement, Cpa Team Based Model (Dba Monamie Wealth And Retirement), Capital Markets Iq, Elite Investment Team, LLC, Monamie Business & Tax Consultants, Onyx Bridge Wealth Group LLC, Suyi Cpa & Associates, LLC, Coppell Advisory Solutions, LLC, Dba Fusion Capital Management, Society For Financial Awareness (Sofa) and Grace Advisory Group. Prevoir maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in Florida. Coppell Advisory Solutions LLC is a registered investment firm operating out of Coppell, TX. The firm has offices in 57 locations and a total of 81 advisors. It manages $530 million in assets under management among its 5,646 client accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 5,646 client accounts, just 1% belong to high-net-worth individuals who have more than $1 million in assets. The business has 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. Fees for financial management vary depending on the type of services. Fees charged by Coppell Advisory Solutions LLC can consist 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
Marilyn Prevoir Work History
Marilyn has been registered as a financial advisor for 1 years.*
Coppell Advisory Solutions, LLC, Dba Fusion Capital Management
Suyi Cpa & Associates, LLC
Monamie Business & Tax Consultants
Cpa Team Based Model (Dba Monamie Wealth And Retirement)
Monamie Wealth & Retirement
Onyx Bridge Wealth Group LLC
Elite Investment Team, LLC
Capital Markets Iq
Society For Financial Awareness (Sofa)
Retirement Wealth Advisors
Jehm Wealth & Retirement Strategies
Grace Advisory Group
*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 Marilyn Prevoir 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
Cherry Hill, NJ
La Verne, CA
Charleston, SC
San Antonio, TX
Coppell, TX
Charleston, SC
Huntsville, AL
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
