Joseph
Roop
Coppell Advisory Solutions LLC
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About this Advisor
Joseph Roop is a financial advisor based in Belmont, North Carolina who has 1 year of relevant experience. Roop currently works for Coppell Advisory Solutions LLC. Over the course of their career, they have held roles at Kalos Capital, Inc, Coppell Advisory Solutions LLC Dba Fusion Capital Management, Belmont Capital Advisors and Dempsey Lord Smith, LLC. Roop holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Louisiana, North Carolina and Texas. Coppell Advisory Solutions LLC is a registered investment firm operating out of Coppell, TX. The company has offices in 57 locations and a total of 81 employees. It manages $530 million in assets under management among its 5,646 customer accounts, making it one of 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 greater than $1 million in investable assets. Coppell Advisory Solutions LLC offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice usually depend on which service is offered. Fee types billed by Coppell Advisory Solutions LLC likely are comprised of some combination 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
Joseph Roop Work History
Joseph has been registered as a financial advisor for 1 years.*
Coppell Advisory Solutions LLC Dba Fusion Capital Management
Belmont Capital Advisors
Dempsey Lord Smith, LLC
Kalos Capital, Inc
*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 Joseph Roop 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
Charleston, SC
La Verne, CA
Cherry Hill, NJ
Huntsville, AL
Evansville, IN
Charleston, SC
Cary, NC
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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