MH
Miguel A. Hernandez
COPPELL ADVISORY SOLUTIONS LLC
South Pasadena, CA 91030
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CRD#: 4809132
MH
Professional summary
Miguel Angel Hernandez, who also goes by Hernandez Hernandez, is a registered financial advisor currently at COPPELL ADVISORY SOLUTIONS LLC located in South Pasadena, California.
Miguel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Miguel has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Hernandez Hernandez
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. DJ CHICAGO; NON-INVST RELATED; 564 E. CYRPESS ST COVINA CA 91723; OCCASIONAL PROMOTER FOR CLUBS AND RE-MIX; STARTED 06-1998; 2 HOURS PER MONTH
2. MIGUEL HERNANDEZ NOTARY PUBLIC; NON-INVST RELATED; PROVIDES NOTARY SERVICES AS AN INDEPENDENT PROVIDER; STARTED 01-1999; 2 HOURS PER MONTH
3.MAH FINANCIAL STRATEGIES; NON-INVST RELATED;564 E. CYPRESS ST COVINA, CA 91723; DBA USED TO MAINTAIN A BUSINESS BANK ACCOUNT, PAY ADMINISTRATIVE STAFF AND FUTURE REAL ESTATE INVESTING; STARTED 05/2006; 8 HRS. PER MONTH
4. LEGACY FULL CIRCLE FINANCIAL & INSURANCE SERVICES;903 GRAND AVE COVINA CA 91724; MARKETING COMPANY SELLING LIFE INSURANCE & ANNUITIES;WORKS AS AN INDEPENDENT SALES REPRESENTATIVE; STARTED 02/2011; 30 HOURS PER MONTH
5.DEBTMERICA LLC; NON-INVST RELATED; 564 E. CYPRESS ST COVINA, CA 91723; DEBT SETTLEMENT SERVICES A/ WORKS AS AN INDEPENDENT SALES AGENT; STARTED 01/2012; 2 HOURS PER MONTH
6.PACIFIC REALTY CENTER; NON- INVST RELATED; 430 E. SAN BER RD COVINA CA 91723; REAL ESTATE AGENCY; WORKS AS AN INDEPENDENT REAL ESTATE AGENT; STARTED 02/2012; 5 HOURS PER MONTH
7. COPELAND GROUP; NON-INVST RELATED; 564 E. CYPRESS ST COVINA CA 91723; MARKETING COMPANY FOR MEDICARE PLANS; WORKS AS AN INDEPENDENT AGENT MARKETING MEDICARE PLANS; STARTED 03/2012; 20 HOURS PER MONTH
8. HEALTH NET; NON-INVEST RELATED; 564 E. CYPRESS ST COVINA CA 91723;HEALTH INSURANCE SALES; WORKS AS AN INDEPENDENT AGENT MARKETING HEALTH INSURANCE; STARTED 06/2012; 5 HOURS PER MONTH
9. AFLAC; NON-INVST RELATED; 564 E. CYPRESS ST COVINA CA 91723; SUPPLEMENTAL HEALTH INSURANCE; MARKETING SUPPLEMENTAL HEALTH INSURANCE; STARTED 03/2013; 2 HOURS PER MONTH
DBA: EFIS FINANCIAL & INSURANCE SERVICES
10. EFIS FINANCIAL & INSURANCE SERVICES; 903 N. GRAND AVE SUITE E COVINA, CA 91724; OWNER; INVESTMENT RELATED NON-SECURITIES; 50 HOURS PER WEEK; START DATE: 5/2016; INSURANCE SALES OF LIFE, ANNUITIES, HEALTH , DENTAL, LTC AND MEDICARE.
CRS (Client Relationship Summary) - RIA
Click below to view Miguel Angel Hernandez's 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®
NoneExperience
Current
November 15, 2018 - Present
COPPELL ADVISORY SOLUTIONS LLC
Office #1: 729 Mission St. Suite 300, South Pasadena, CA 91030RIA
CRD#: 156549
South Pasadena, CA
Past
April 8, 2014 - November 22, 2016
FORESTERS EQUITY SERVICES, INC.
RIA
CRD#: 18464
Covina, CA
Past
April 7, 2014 - November 22, 2016
FORESTERS EQUITY SERVICES, INC.
BD
CRD#: 18464
SAN DIEGO, CA
Past
January 17, 2013 - December 31, 2013
VANGUARD CAPITAL
RIA
CRD#: 22081
COVINA, CA
Past
January 17, 2013 - December 31, 2013
VANGUARD CAPITAL
BD
CRD#: 22081
COVINA, CA
Past
February 25, 2005 - March 23, 2011
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
CHINO HILLS, CA
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".
CA
COPPELL ADVISORY SOLUTIONS LLC
C&N WEALTH MANAGEMENT | MACH 1 FINANCIAL GROUP | IAMS WEALTH MANAGEMENT | FUSION INVESTMENT ADVISORS, LLC | FUSION INVESTMENT ADVISORS LLC | FUSION INVESTMENT ADVISORS | FUSION CAPITAL MANAGEMENT | ELITE INVESTMENT TEAM LLC | COPPELL ADVISORY SOLUTIONS, LLC | 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(11/15/2018)
IAR
Louisiana(9/8/2022)
IAR
Texas(9/8/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
CA
COPPELL ADVISORY SOLUTIONS LLC
C&N WEALTH MANAGEMENT | MACH 1 FINANCIAL GROUP | IAMS WEALTH MANAGEMENT | FUSION INVESTMENT ADVISORS, LLC | FUSION INVESTMENT ADVISORS LLC | FUSION INVESTMENT ADVISORS | FUSION CAPITAL MANAGEMENT | ELITE INVESTMENT TEAM LLC | COPPELL ADVISORY SOLUTIONS, LLC | COPPELL ADVISORY SOLUTIONS LLC
CRD#: 156549 / SEC#: 801-72171
RIA
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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
77
SEC notice filing (50 States and Territories)
Documents
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.
