Connor
Emmert
Coppell Advisory Solutions LLC
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About this Advisor
Connor Emmert is a financial advisor based in Belmont, North Carolina, working with Coppell Advisory Solutions LLC. Connor has previously held positions at Metlife Securities, Inc, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Baystate Financial, Fisher Investments, Linden Thomas Advisory Services, LLC, Nerdwallet, Linden Thomas & Company Securities, LLC, Ameriprise Financial Services, LLC, Varsity Tutors, Modern Woodmen Of America, and Coppell Advisory Solutions LLC. Connor has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in North Carolina. Currently, Connor is part of Coppell Advisory Solutions LLC, which operates out of Belmont, North Carolina. The firm has 24 offices and 77 employees. Coppell Advisory Solutions LLC manages assets totaling $1.1 billion 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
$1,077,958,560
77
9,334
$115,487
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
Connor Emmert Work History
Coppell Advisory Solutions LLC
Ameriprise Financial Services, LLC
Varsity Tutors
Modern Woodmen Of America
Linden Thomas Advisory Services, LLC
Linden Thomas & Company Securities, LLC
Nerdwallet
Fisher Investments
Mml Investors Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Massachusetts Mutual Life Insurance Company
Metlife Securities, Inc
Baystate Financial
Disclosures
Please visit the SEC profile of Connor Emmert 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
San Antonio, TX
Coppell, TX
Coppell, TX
Belmont, NC
Coppell, TX
Coppell, TX
Coppell, TX
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