Cecilia
Pena
Coppell Advisory Solutions LLC
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About this Advisor
Cecilia Pena is a financial advisor based in Coppell, Texas. Pena is on the advisory team at Coppell Advisory Solutions LLC. The advisor has gained experience at Financial Leadership Advisors, Inc, Purofirst Mid Peninsula, World Leadership Group, Global Equity Lending, Coppell Advisory Solutions Dba Fusion Capital Management and Cecilia Pena (Self). Pena is registered to operate in California. Coppell Advisory Solutions LLC is a financial advisory company based in Coppell, TX. The investment advisory business has offices in 57 locations and a total of 81 advisors. It has $530 million in assets under management across its 5,646 client accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 5,646 client accounts, just 1% are held by high-net-worth clients who have at least $1 million in investable assets. Coppell Advisory Solutions LLC performs 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 are based on which services are provided. Fee types charged by Coppell Advisory Solutions LLC most likely include any combination of asset-based, hourly and fixed fees.
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
Cecilia Pena Work History
Cecilia has been registered as a financial advisor for 0 years.*
Coppell Advisory Solutions Dba Fusion Capital Management
Financial Leadership Advisors, Inc
World Leadership Group
Global Equity Lending
Cecilia Pena (Self)
Purofirst Mid Peninsula
*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 Cecilia Pena 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
Charleston, SC
La Verne, CA
Orange, CA
Evansville, IN
Cary, NC
Fort Myers, FL
Metairie, LA
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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