Shaun
Moynihan
Coppell Advisory Solutions LLC
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About this Advisor
Shaun Moynihan is a financial advisor who works out of Belmont, North Carolina with 2 years of relevant experience. Moynihan currently works for Coppell Advisory Solutions LLC. Their career trajectory has included roles at Tca Financial, 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. Moynihan has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in North Carolina. Coppell Advisory Solutions LLC is a financial advisory business that has its headquarters in Coppell, TX. The firm has offices in 57 locations and a total of 81 advisors. It manages $530 million in total assets across its 5,646 accounts, making it one of the bigger firms in the nation by assets under management. Of its 5,646 accounts, just 1% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Coppell Advisory Solutions LLC performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules depend on the type of financial services provided. Fees billed by Coppell Advisory Solutions LLC most likely 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
Shaun Moynihan Work History
Shaun has been registered as a financial advisor for 2 years.*
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
Tca Financial
*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 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
Cherry Hill, NJ
Orange, CA
La Verne, CA
Charleston, SC
Mechanicsburg, PA
Coppell, TX
Charleston, SC
Fort Myers, FL
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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