Devin
Choules
Coppell Advisory Solutions LLC
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About this Advisor
Devin Choules is a financial advisor based in Logan, Utah, working with Coppell Advisory Solutions LLC. Devin has previously held positions at Hornor Townsend & Kent Inc, Choules Holdings LLC, Fusion Capital Management, Gibbs Wealth Management, LLC, The Slice, Independent Insurance Agent Dba Choules Financial, Hcs, and Visionary Wealth Management, LLC. Devin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, Devin is part of Coppell Advisory Solutions LLC, which operates out of Logan, Utah. 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
Devin Choules Work History
Gibbs Wealth Management, LLC
Visionary Wealth Management, LLC
The Slice
Choules Holdings LLC
Independent Insurance Agent Dba Choules Financial
Fusion Capital Management
Hcs
Hornor Townsend & Kent Inc
Disclosures
Please visit the SEC profile of Devin Choules to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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