Daniel A. Burton

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CRD#: 2241616

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Daniel Allen Burton, who also goes by Dan Burton, was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 1992. Daniel had worked at 6 firms and has passed the Series 65, Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Dan Burton

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

February 27, 2014 - December 13, 2018

COPPELL ADVISORY SOLUTIONS LLC

RIA

CRD#: 156549

GULFPORT, MS

Past

March 6, 2009 - July 17, 2009

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

GULFPORT, MS

Past

December 12, 2006 - March 14, 2007

OSAIC SERVICES, INC.

CRD#: 133763

BILOXI, MS

Past

June 21, 2006 - September 8, 2006

MONEY CONCEPTS CAPITAL CORP

RIA

CRD#: 12963

GULFPORT, MS

Past

December 12, 2005 - September 8, 2006

MONEY CONCEPTS CAPITAL CORP

CRD#: 12963

GULFPORT, MS

Past

October 4, 1993 - June 21, 1994

SUNAMERICA SECURITIES, INC.

CRD#: 20068

Past

July 24, 1992 - October 4, 1993

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

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: 3/5/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 6/20/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/24/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/10/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/15/1992

Investment Company Products/Variable Contracts Representative 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

Daniel A. Burton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

HORTER INVESTMENT MANAGEMENT, LLC

OSAIC SERVICES, INC.

MONEY CONCEPTS CAPITAL CORP

MONEY CONCEPTS CAPITAL CORP

SUNAMERICA SECURITIES, INC.

AVANTAX INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

COPPELL ADVISORY SOLUTIONS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/5/2012

Series 66

Date: 6/20/2006

Series 63

Date: 6/24/1992

Series 7

Date: 12/10/2005

Series 6

Date: 6/15/1992

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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