John J. Tillger

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CRD#: 1766765

Professional summary

John Joseph Tillger JR was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

John Joseph Tillger JR was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1989. John had worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

November 15, 2013 - September 10, 2018

COPPELL ADVISORY SOLUTIONS LLC

RIA

CRD#: 156549

DOYLESTOWN, PA

Past

October 12, 2010 - August 26, 2013

CV BROKERAGE, INC

CRD#: 462

WILLIAMSTOWN, NJ

Past

March 6, 2009 - March 18, 2010

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

HORSHAM, PA

Past

July 2, 2004 - March 18, 2010

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

HORSHAM, PA

Past

June 29, 1999 - June 30, 2004

WHARTON EQUITY CORPORATION

CRD#: 10170

WAYNE, PA

Past

February 1, 1997 - January 11, 1999

LINCOLN INVESTMENT

CRD#: 519

FORT WASHINGTON, PA

Past

January 28, 1993 - January 17, 1997

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

November 16, 1989 - January 12, 1993

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

June 29, 1989 - November 13, 1989

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

Past

March 21, 1989 - May 18, 1989

THE STUART-JAMES COMPANY, INCORPORATED

CRD#: 11691

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.

Visual representation of state registrations

This advisor is not registered in any state.

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: 3/21/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/27/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/18/1989

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/9/1998

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

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

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John J. Tillger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CV BROKERAGE, INC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

WHARTON EQUITY CORPORATION

LINCOLN INVESTMENT

NEW ENGLAND SECURITIES

CHARLES SCHWAB & CO., INC.

AMERIPRISE ADVISOR SERVICES, INC.

THE STUART-JAMES COMPANY, INCORPORATED

Primary Firm SEC Registration

COPPELL ADVISORY SOLUTIONS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/21/1997

Series 63

Date: 3/27/1989

Series 7

Date: 3/18/1989

Series 24

Date: 7/9/1998

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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