Karen M. Holland

COPPELL ADVISORY SOLUTIONS LLC

Belmont, NC 28012

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CRD#: 2298337

Professional summary

Karen Meyer Holland, who also goes by Karen Eubanks, Karen Kristy Holland, Karen Kristy Meyer, is a registered financial advisor currently at COPPELL ADVISORY SOLUTIONS LLC located in Belmont, North Carolina.

Karen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Karen has worked at 23 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Karen Eubanks | Karen Kristy Holland | Karen Kristy Meyer

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.

HOLLAND WEALTH MANAGEMENT / IMPACT - START DATE OF 9/16/2020; MARKETING INSURANCE, ANNUITY INVESTMENTS AS AN INSURANCE AGENT. 30 HOURS DURING TRADING HOURS; RESPONSIBILITIES RELATED TO THIS BUSINESS ARE INVESTMENT ADVISORY TO CLIENTS, ANALYSIS OF THEIR FINANCIAL OBJECTIVE AND RISK.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Karen Meyer Holland'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

May 22, 2023 - Present

COPPELL ADVISORY SOLUTIONS LLC

Office #1: 123 N Main St, Belmont, NC 28012

RIA

CRD#: 156549

Belmont, NC

Past

October 22, 2020 - May 23, 2023

DEMPSEY LORD SMITH, LLC

RIA

CRD#: 141238

Charlotte, NC

Past

October 22, 2020 - May 23, 2023

DEMPSEY LORD SMITH, LLC

CRD#: 141238

CHARLOTTE, NC

Past

September 21, 2020 - October 26, 2020

CAPE INVESTMENT ADVISORY, INC.

RIA

CRD#: 146384

Charlotte, NC

Past

May 10, 2019 - October 26, 2020

CAPE SECURITIES INC.

CRD#: 7072

Charlotte, NC

Past

February 15, 2018 - November 4, 2019

HOBART WEALTH

RIA

CRD#: 168494

CHARLOTTE, NC

Past

September 16, 2014 - February 14, 2018

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

CHARLOTTE, NC

Past

September 15, 2014 - April 17, 2019

G.F. INVESTMENT SERVICES, LLC

CRD#: 132939

CHARLOTTE, NC

Past

October 28, 2010 - September 15, 2014

KALOS MANAGEMENT

RIA

CRD#: 133025

BELMONT, GA

Past

October 28, 2010 - September 15, 2014

KALOS CAPITAL, INC.

CRD#: 44337

BELMONT, NC

Past

April 16, 2009 - November 8, 2010

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

RIA

CRD#: 124446

MATTHEWS, NC

Past

October 15, 2008 - November 8, 2010

J.P. TURNER & COMPANY, L.L.C.

CRD#: 43177

MATTHEWS, NC

Past

December 15, 2006 - October 14, 2008

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

MATTHEWS, NC

Past

October 5, 2006 - October 14, 2008

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

MATTHEWS, NC

Past

July 19, 2005 - July 5, 2006

SOUTHEAST INVESTMENTS, N.C., INC.

CRD#: 43035

CHARLOTTE, NC

Past

February 25, 2004 - July 12, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

HUNTERSVILLE, NC

Past

February 13, 2004 - July 12, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

May 10, 1999 - February 20, 2004

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

CHARLOTTE, NC

Past

February 23, 1999 - May 18, 1999

INVEST FINANCIAL CORPORATION

CRD#: 12984

APPLETON, WI

Past

August 3, 1998 - March 3, 1999

IFMG SECURITIES, INC.

CRD#: 14416

PURCHASE, NY

Past

March 16, 1998 - August 3, 1998

INDEPENDENT FINANCIAL SECURITIES, INC.

CRD#: 19924

Past

March 4, 1998 - February 24, 1999

SOUTHTRUST SECURITIES, LLC

CRD#: 17922

BIRMINGHAM, AL

Past

March 12, 1996 - March 10, 1998

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

CHARLOTTE, NC

Past

July 20, 1995 - March 10, 1998

BB&T INVESTMENT SERVICES OF SOUTH CAROLINA, INC.

CRD#: 36257

Past

July 3, 1995 - July 24, 1995

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

CHARLOTTE, NC

Past

July 7, 1994 - July 3, 1995

SOUTHERN NATIONAL INVESTMENT SERVICES, INC.

CRD#: 30881

CHARLOTTE, NC

Past

February 24, 1993 - July 1, 1994

WACHOVIA SECURITIES, INC.

CRD#: 431

CHARLOTTE, NC

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

North Carolina
(5/22/2023)

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: 7/12/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/15/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/22/1993

General Securities 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

Karen M. Holland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Karen Meyer Holland's CRS (Customer Relationship Summary).

Certified licenses

Experience

DEMPSEY LORD SMITH, LLC

DEMPSEY LORD SMITH, LLC

CAPE INVESTMENT ADVISORY, INC.

CAPE SECURITIES INC.

HOBART WEALTH

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

G.F. INVESTMENT SERVICES, LLC

KALOS MANAGEMENT

KALOS CAPITAL, INC.

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

J.P. TURNER & COMPANY, L.L.C.

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

SOUTHEAST INVESTMENTS, N.C., INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

UVEST FINANCIAL SERVICES GROUP, INC.

INVEST FINANCIAL CORPORATION

IFMG SECURITIES, INC.

INDEPENDENT FINANCIAL SECURITIES, INC.

SOUTHTRUST SECURITIES, LLC

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES OF SOUTH CAROLINA, INC.

BB&T INVESTMENT SERVICES, INC.

SOUTHERN NATIONAL INVESTMENT SERVICES, INC.

WACHOVIA SECURITIES, INC.

Primary Firm SEC Registration

COPPELL ADVISORY SOLUTIONS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/12/2004

Series 63

Date: 1/15/1993

SIE

Date: 10/1/2018

Series 7

Date: 2/22/1993

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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