BP
Brandon J. Peterson
COPPELL ADVISORY SOLUTIONS LLC
Gainesville, FL 32608
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CRD#: 5009898
BP
Professional summary
Brandon John Peterson, who also goes by Brandon J Peterson, is a registered financial advisor currently at COPPELL ADVISORY SOLUTIONS LLC located in Gainesville, Florida.
Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Brandon has worked at 3 firms and has passed the Series 65, Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brandon J Peterson
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. DTRT Advisors.; INVESTMENT-RELATED; GAINESVILLE, FL;Vice President; 01/2018; 180-200 HRS/MO; 180-200 HRS/MO DURING SECURITIES TRADING HOURS; TAX PREPARATION SERVICES, CLIENT RELATIONSHIP MANAGER.
2. DTRT INSURANCE Services; INVESTMENT-RELATED; GAINESVILLE, FL; INSURANCE AGENT; 01/2018; 28-32 HRS/MO; 28-32 HRS/MO DURING SECURITIES TRADING HOURS; MEDICARE PLANNING, INSURANCE PLANNING, ADMINISTRATIVE SUPPORT, MAINTAINING LICENSES WITH CONTINUING EDUCATION AND QUALIFICATION TRAINING, MARKETING.
3. Trusted Family Partners, LLC.- Non-Investment Related. Tax and Business Consulting. Me. Peterson is an enrolled agent with the IRS.
CRS (Client Relationship Summary) - RIA
Click below to view Brandon John Peterson'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
April 10, 2018 - Present
COPPELL ADVISORY SOLUTIONS LLC
Office #1: 9127 Sw 52nd Ave D-102, Gainesville, FL 32608RIA
CRD#: 156549
Gainesville, FL
Past
June 15, 2009 - November 19, 2009
INDEPENDENT FINANCIAL GROUP, LLC
BD
CRD#: 7717
SAN DIEGO, CA
Past
March 14, 2007 - June 17, 2009
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
SCOTTSDALE, AZ
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
Florida(4/10/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
Registered Investment Advisory firm - (2/28/2011 Approved)Upgrade to AdvisorCheck Premium
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
