Emerita
Flores
Coppell Advisory Solutions LLC
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About this Advisor
Emerita Flores is a financial advisor who works out of Coppell, Texas, with a total of 2 years of industry experience. Flores works at Coppell Advisory Solutions LLC. Throughout their career, Flores has worked at Wendel, Rosen, Black & Dean Llp, Bay View Realty, Global Asset Management Group, Inc and Coppell Advisory Solutions, LLC Dba Fusion Capital Management. Flores has a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in California. Coppell Advisory Solutions LLC is an advisory company headquartered in Coppell, TX. It has offices in 57 locations and a total of 81 people on staff. It oversees $530 million in total assets across its 5,646 accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 5,646 accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in assets. Coppell Advisory Solutions LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors vary depending on the type of financial services provided. However, fees billed by Coppell Advisory Solutions LLC most likely are comprised 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
Emerita Flores Work History
Emerita has been registered as a financial advisor for 2 years.*
Coppell Advisory Solutions, LLC Dba Fusion Capital Management
Bay View Realty
Global Asset Management Group, Inc
Wendel, Rosen, Black & Dean Llp
*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 Emerita Flores 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
San Antonio, TX
Evansville, IN
Huntsville, AL
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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