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EF

Everett C. Franks

COPPELL ADVISORY SOLUTIONS
belmont, NC 28012
Some features on this profile are disabled
CRD#: 7060299
EF

Professional summary

Everett Cole Franks is a registered financial advisor currently at COPPELL ADVISORY SOLUTIONS LLC located in Belmont, North Carolina.

Everett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Everett has worked at 7 firms and has passed the Series 66, Series 7TO and SIE exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Everett Cole Franks'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®
None

Experience

Current

April 10, 2026 - Present

COPPELL ADVISORY SOLUTIONS LLC

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

February 27, 2024 - March 20, 2026

INTEGRATED ADVISORS NETWORK LLC

RIA
CRD#: 171991
Columbia, SC
Past

August 10, 2022 - May 19, 2023

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
BAKER, LA
Past

August 10, 2022 - May 19, 2023

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
BAKER, LA
Past

June 7, 2021 - August 10, 2022

HANCOCK WHITNEY INVESTMENT SERVICES INC.

RIA
CRD#: 40637
DENHAM SPRINGS, LA
Past

June 7, 2021 - August 10, 2022

HANCOCK WHITNEY INVESTMENT SERVICES INC.

BD
CRD#: 40637
DENHAM SPRINGS, LA
Past

January 23, 2021 - May 28, 2021

FIRST HORIZON ADVISORS, INC.

RIA
CRD#: 17117
Lake Charles, LA
Past

January 23, 2021 - May 28, 2021

FIRST HORIZON ADVISORS, INC.

BD
CRD#: 17117
Lake Charles, LA
Past

July 20, 2020 - January 22, 2021

OSAIC INSTITUTIONS, INC.

BD
CRD#: 35371
Lake Charles, LA

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
Texas
(4/10/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/19/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/20/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/2/2019
Securities Industry Essentials 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)
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)

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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