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Tiffany A. Young
COPPELL ADVISORY SOLUTIONS LLC
Livonia, MI 48150
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CRD#: 7022455
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Professional summary
Tiffany Anne Young, who also goes by Tiffany A Gauci, Tiffany A Welka, Tiffany Anne Welka, is a registered financial advisor currently at COPPELL ADVISORY SOLUTIONS LLC located in Livonia, Michigan and PURSHE KAPLAN STERLING INVESTMENTS located in Livonia, Michigan.
Tiffany is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Tiffany has worked at 3 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tiffany A Gauci | Tiffany A Welka | Tiffany Anne Welka
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) 1. Coppell Advisory Solutions LLC dba Fusion Capital Management 2. Investment Related - Yes 3. See office of employment address 4. RIA 5. IAR 6. 12/27/2022 7. 160 8. 80 9. I am an IAR and i manage my clients accounts and give advice to them for a fee 2) 1. Fixed Insurance 2. Investment Related - Yes 3. See office of employment address 4. Fixed Insurance/Annuity 5. Agent 6. 12/27/2022 7. 80 8. 80 9. Provide insurance advice based on the needs of client(s). 3) 1. VFG & Associates 2. Investment Related - Yes 3. See office of employment address 4. Fixed Insurance/Annuity 5. Independent insurance agent 6. 12/27/2022 7. 80 8. 4 9. I am insurance representative 4) 1. Our Lady of Good Counsel 2. Investment Related - Yes 3. 1160 Penniman, Plymouth, MI 48170 4. Civic Organization 5. Parishoner and lay ministery leader 6. 12/27/2011 7. 4 8. 0 9. Give the most Holy Eucharist to the congregation during mass, read the scripture at mass, prepare the church for the mass, help women to pray together
CRS (Client Relationship Summary) - RIA
Click below to view Tiffany Anne Young'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
January 13, 2025 - Present
COPPELL ADVISORY SOLUTIONS LLC
Office #1: 29432 Joy Rd, Livonia, MI 48150RIA
CRD#: 156549
Livonia, MI
Current
March 3, 2023 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 29432 Joy Road, Livonia, MI 48150BD
CRD#: 35747
Livonia, MI
Past
March 21, 2022 - December 31, 2024
COPPELL ADVISORY SOLUTIONS LLC
RIA
CRD#: 156549
Livonia, MI
Past
January 26, 2019 - March 25, 2022
CORECAP ADVISORS
RIA
CRD#: 158819
Livonia, MI
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(8/1/2023)
RR
California(8/1/2023)
RR
Colorado(8/2/2024)
RR
Florida(8/1/2023)
RR
Georgia(9/5/2023)
RR
Idaho(8/2/2024)
RR
Illinois(8/2/2024)
RR
Michigan(4/7/2023)
IAR
Michigan(1/13/2025)
RR
Nevada(8/1/2023)
RR
New Jersey(8/1/2023)
RR
North Carolina(6/11/2024)
RR
Ohio(7/28/2023)
RR
Pennsylvania(8/2/2024)
RR
South Carolina(8/1/2023)
RR
Tennessee(8/2/2024)
RR
Virginia(8/2/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 3/3/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
