Steven
Goodman
Coppell Advisory Solutions LLC
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About this Advisor
Steven Goodman is a financial advisor working in Belmont, North Carolina with 1 year of relevant experience. Goodman works at Coppell Advisory Solutions LLC. Their career trajectory has included roles at Edward Jones, First National Valuations, Cetera Financial Specialists LLC, Vulcan Construction Co, Cetera Investment Advisers LLC, Haviland Aldridge, Allstate Insurance Company, Fidelity Investments, Coppell Advisory Solutions, LLC Dba Fusion Capital Management and Belmont Capital Advisors. Goodman holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina. Coppell Advisory Solutions LLC is a registered investment firm that has its headquarters in Coppell, TX. It has offices in 57 locations and a total of 81 people on staff. It has $530 million in total assets across its 5,646 customer accounts, placing it among the bigger firms in the country by assets under management. Of its 5,646 accounts, just 1% are held by high-net-worth clients who have more than $1 million in investable assets. The company provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules typically vary depending on which services the firm provides the client. However, fee types charged by Coppell Advisory Solutions LLC may include any blend 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
Steven Goodman Work History
Steven has been registered as a financial advisor for 1 years.*
Coppell Advisory Solutions, LLC Dba Fusion Capital Management
Belmont Capital Advisors
Fidelity Investments
Allstate Insurance Company
Cetera Financial Specialists LLC
Cetera Investment Advisers LLC
Vulcan Construction Co
Edward Jones
Haviland Aldridge
First National Valuations
*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 Steven Goodman 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
La Verne, CA
Orange, CA
Cherry Hill, NJ
Charleston, SC
Mechanicsburg, PA
Cary, NC
Evansville, IN
Coppell, TX
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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