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TL

Taylor D. Lee

COPPELL ADVISORY SOLUTIONS LLC
Belmont, NC 28012
Some features on this profile are disabled
CRD#: 6319560
TL

Professional summary

Taylor Dean Lee, CFP® is a registered financial advisor currently at COPPELL ADVISORY SOLUTIONS LLC located in Belmont, North Carolina.

Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Taylor has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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.
BELMONT CAPITAL ADVISORS START DATE OF 5/22/2023; MARKETING INSURANCE, ANNUITY INVESTMENTS AS AN INSURANCE AGENT. 10 HOURS DURING TRADING HOURS; RESPONSIBILITIES RELATED TO THIS BUSINESS ARE ANALYSIS OF THEIR FINANCIAL OBJECTIVE AND RISK.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taylor Dean Lee'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®
CFP®

Certified Financial Planner

Experience

Current

May 22, 2023 - Present

COPPELL ADVISORY SOLUTIONS LLC

Office #1: 123 North Main St., Belmont, NC 28012
RIA
CRD#: 156549
Belmont, NC
Past

June 24, 2022 - May 9, 2023

INTEGRATED ADVISORS NETWORK LLC

RIA
CRD#: 171991
Columbia, SC
Past

August 13, 2020 - June 10, 2022

VOYA INVESTMENT MANAGEMENT CO. LLC

RIA
CRD#: 106494
ATLANTA, GA
Past

May 26, 2020 - June 10, 2022

VOYA INVESTMENTS DISTRIBUTOR, LLC

BD
CRD#: 37886
Atlanta, GA
Past

December 27, 2018 - May 11, 2020

PREFERRED CAPITAL SECURITIES, LLC

BD
CRD#: 169719
Atlanta, GA
Past

April 26, 2014 - February 8, 2017

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
FRANKLIN, TN

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
North Carolina
(5/22/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/13/2020
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/10/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/8/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/9/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/26/2014
Investment Company Products/Variable Contracts Representative Examination

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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts9,334
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.

Company Information

COPPELL ADVISORY SOLUTIONS LLC

CRD#: 156549Belmont, NC 28012

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