Pamela H. Wilson

COPPELL ADVISORY SOLUTIONS LLC

Beverly Hills, CA 90212

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CRD#: 1337224

Professional summary

Pamela Harlan Wilson, who also goes by Pamela Joan Harlan, is a registered financial advisor currently at COPPELL ADVISORY SOLUTIONS LLC located in Beverly Hills, California.

Pamela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Pamela has worked at 11 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Pamela Joan Harlan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) BEVERLY DRIVE FINANCIAL & INSURANCE SOLUTIONS; INSURANCE AGENT; BEVERLY HILLS, CA; INSURANCE SALES AND SERVICES; 01/2020, investment related; 80 hrs/mo.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Pamela Harlan Wilson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 23, 2022 - Present

COPPELL ADVISORY SOLUTIONS LLC

Office #1: 226 S. Beverly Dr. Suite 200, Beverly Hills, CA 90212

RIA

CRD#: 156549

Beverly Hills, CA

Past

February 8, 2022 - September 22, 2022

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

Beverly Hills, CA

Past

June 1, 2015 - March 31, 2021

SEARCHLIGHT INVESTMENTS, LLC

RIA

CRD#: 174295

BEVERLY HILLS, CA

Past

July 30, 2007 - May 6, 2013

NATIONAL SECURITIES CORPORATION

CRD#: 7569

BEVERLY HILLS, CA

Past

September 24, 2001 - July 19, 2007

BROOKSTREET SECURITIES CORPORATION

CRD#: 14667

BEVERLY HILLS, CA

Past

January 19, 1999 - September 19, 2001

GRATTAN FINANCIAL SECURITIES, INC.

CRD#: 43484

SAN GABRIEL, CA

Past

September 4, 1998 - December 31, 1998

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

September 5, 1991 - September 3, 1998

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

February 4, 1991 - July 23, 1991

CALIFORNIA ONE INVESTMENTS

CRD#: 27037

Past

July 23, 1990 - December 11, 1990

L. H. ALTON & COMPANY

CRD#: 15682

SAN FRANCISCO, CA

Past

February 27, 1990 - July 5, 1990

WESTAMERICA INVESTMENT GROUP

CRD#: 6626

SCOTTSDALE, AZ

Past

July 23, 1985 - March 6, 1990

RL KOTROZO, INC.

CRD#: 12968

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COPPELL ADVISORY SOLUTIONS LLC

CRD#: 156549 / SEC#: 801-72171

RIA

Registered Investment Advisory firm - (2/28/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(9/23/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/6/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/5/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/20/1985

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/23/2002

General Securities Principal Examination

Current Firm

COPPELL ADVISORY SOLUTIONS LLC

CRD#: 156549 / SEC#: 801-72171

RIA

Registered Investment Advisory firm - (2/28/2011 Approved)

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Contact information

Main Address

9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019

Mailing Address

Phone number

(817) 888-8020

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (50 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FUSION FORM ADV PART 2A BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	9,334
AUM (Assets Under Management)	$ 1,077,958,560

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Pamela H. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Pamela Harlan Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVEONE WEALTH, LLC

SEARCHLIGHT INVESTMENTS, LLC

NATIONAL SECURITIES CORPORATION

BROOKSTREET SECURITIES CORPORATION

GRATTAN FINANCIAL SECURITIES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CALIFORNIA ONE INVESTMENTS

L. H. ALTON & COMPANY

WESTAMERICA INVESTMENT GROUP

RL KOTROZO, INC.

Primary Firm SEC Registration

COPPELL ADVISORY SOLUTIONS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/6/2013

Series 63

Date: 4/5/1990

Series 7

Date: 7/20/1985

Series 24

Date: 10/23/2002

Current Firm

COPPELL ADVISORY SOLUTIONS LLC

Contact information

SEC notice filing (50 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COPPELL ADVISORY SOLUTIONS LLC

TRUST BUT VERIFY

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