Craig
Sullivan
Coppell Advisory Solutions LLC
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About this Advisor
Craig Sullivan is a financial advisor based in Southlake, Texas, working with Coppell Advisory Solutions LLC. Craig has previously held positions at International Wealth Management Dba Sullivan Financial Partners, Investment Advisors Corp, Fusion Capital Management, Sullivan Financial Partners, Sullivan Wealth Partners, LLC, and Visionary Wealth Management, LLC. Craig has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Craig is part of Coppell Advisory Solutions LLC, which operates out of Southlake, Texas. 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
Craig Sullivan Work History
Sullivan Wealth Partners, LLC
Visionary Wealth Management, LLC
Fusion Capital Management
International Wealth Management Dba Sullivan Financial Partners
Investment Advisors Corp
Sullivan Financial Partners
Disclosures
Please visit the SEC profile of Craig Sullivan 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
Gainesville, FL
Coppell, TX
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