Timothy C. Allsopp

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CRD#: 6515986

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.

Timothy Chandler Allsopp was a registered financial professional .

Timothy is a previously registered financial professional and started their career in finance in 2016. Timothy had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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.

1)Lending Services: Non investment related - Provide business clients seeking working or project capital funding solutions by referring them to established commercial private lending companies and assisting the client in putting together package for approval and funding - Less than 5 hours/month spent in this capacity - none during trading hours. 2) Timothy Allsopp, investment related, Huntsville, AL, Insurance Agent, Start Date 09/2018, approximately 10 hours per month with 10 hours per month during securities trading hours 3) Timothy Allsoppp, not investment related, Huntsville, AL, ERT Consulant, Start Date 09/2018, approximately 9 hours per month with 5 hours per month during securities trading hours, advise individuals and businesses on improving cash flow 4) Timothy Allsopp, investment related, Huntsville, AL, Helios Integrated Planning, Start Date 02/2020, approximately 4 hours per month with 4 hours during securities trading hours, assist clients with creating an estate plan or updating/reviewing an existing plan 5) Nova Bank, not investment related, Huntsville, AL, Bank, Organizer and Director, approximately 4 hours per month and 1 hour per month during trading hours

Blog Corner

CRS (Client Relationship Summary)

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 66

Date: 3/8/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/22/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/17/2016

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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Timothy C. Allsopp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

COPPELL ADVISORY SOLUTIONS LLC

ELITE INVESTMENT TEAM LLC

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

COPPELL ADVISORY SOLUTIONS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/8/2016

SIE

Date: 8/22/2018

Series 7

Date: 2/17/2016

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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