Shaun
Moynihan
Coppell Advisory Solutions LLC
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About this Advisor
Shaun Moynihan is a financial advisor based in Belmont, North Carolina, working with Coppell Advisory Solutions LLC. Shaun has previously held positions at Securities America, Inc, Securities America Advisors, Inc, Yadkin Valley Bank And Trust, Belmont Capital Advisors, Kalos Capital, Kalos Management, Dempsey Lord Smith, LLC, and Coppell Advisory Solutions LLC Dba Fusion Capital Management. Shaun has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Shaun is part of Coppell Advisory Solutions LLC, which operates out of Belmont, North Carolina. 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
Shaun Moynihan Work History
Coppell Advisory Solutions LLC Dba Fusion Capital Management
Dempsey Lord Smith, LLC
Kalos Capital
Kalos Management
Belmont Capital Advisors
Securities America, Inc
Securities America Advisors, Inc
Yadkin Valley Bank And Trust
Disclosures
Please visit the SEC profile of Shaun Moynihan 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
Cedar Rapids, IA
Orange, CA
Gainesville, FL
San Antonio, TX
San Diego, CA
Coppell, TX
Coppell, TX
Coppell, TX
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