Marilyn
Prevoir
Coppell Advisory Solutions LLC
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About this Advisor
Marilyn Prevoir is a financial advisor based in Cape Coral, Florida, working with Coppell Advisory Solutions LLC. Marilyn has previously held positions at Retirement Wealth Advisors, Jehm Wealth & Retirement Strategies, Monamie Wealth & Retirement, Society For Financial Awareness (Sofa), 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, and Grace Advisory Group. Marilyn has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Marilyn is part of Coppell Advisory Solutions LLC, which operates out of Cape Coral, 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
Marilyn Prevoir Work History
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
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
San Diego, CA
Coppell, TX
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San Antonio, TX
Orange, CA
Gainesville, FL
Arlington, 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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