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Anthony Vasquez

Coppell Advisory Solutions LLC

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About Anthony Vasquez

Anthony Vasquez is a registered Investment Advisor Representative with Coppell Advisory Solutions LLC and S & D Financial, LLC. Anthony has been in the financial services industry for over 2 years. Anthony is Series 66, Series 7, and SIE licensed and holds a Bachelor of Science in Business Administration from the University of Texas at San Antonio. He is also a licensed insurance sales representative. Anthony specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Anthony is passionate about helping clients reach their financial goals and provides a personalized approach to meet their needs.

Firm Information

Anthony Vasquez 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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Anthony Vasquez’s Registration & Firm History

TX

07/18/2024 - Present

Coppell Advisory Solutions LLC (San Antonio TX)

TX

05/02/2022 - 07/12/2024

MML INVESTORS SERVICES, LLC (San Antonio TX)

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Licenses & Designations

BOTH

Issued 09/16/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/30/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/27/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony Vasquez.
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