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Adam Reid Dowlen

Coppell Advisory Solutions LLC

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About Adam Reid Dowlen

Adam Dowlen is a Registered Representative and Investment Advisor Representative. Adam works at Coppell Advisory Solutions LLC. Adam has been in the industry since 2021 and has passed the Uniform Investment Adviser Law Examination and Uniform Securities Agent State Law Examination. Adam specializes in Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, and Selection of Other Advisers. Adam is registered with the state of Texas. Adam is also affiliated with Williams & Kunkel CPA, HBW Advisory Services, Coppell Advisory Solutions, Oscar L Barr PC, L & M Bookkeeping and Tax Services, LLC, The Reinforced Earth Co, Avantax Insurance Agency, LLC, Avantax Investment Services, Inc, and Avantax Advisory Services. Adam's other business activities include preparing tax returns and advising on tax savings strategies for Add Em Up Taxes, as well as preparing tax returns and assisting clients with tax agency notices for Josh Mauer CPA Tax Preparer.

Firm Information

Adam Dowlen is currently registered with Coppell Advisory Solutions LLC. Coppell Advisory Solutions LLC is a registered investment adviser located in DALLAS, TX, with 76 investment adviser representatives. The firm manages $849,564,866 in regulatory assets under management. They provide financial planning, selection of other advisers, and portfolio management for individuals and businesses. Coppell Advisory Solutions LLC serves high-net-worth individuals and individuals other than high-net-worth.
Coppell Advisory Solutions LLC

9111 CYPRESS WATERS BLVD SUITE 140

DALLAS, TX 75019

$849.56M

Assets Under Management

15

Total Clients

82

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Dowlen’s Registration & Firm History

TX

01/30/2025 - Present

Coppell Advisory Solutions LLC (Arlington TX)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Reid Dowlen.
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