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Brandon John Peterson

Coppell Advisory Solutions LLC

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About Brandon John Peterson

Brandon John Peterson is an Investment Advisor Representative associated with Coppell Advisory Solutions LLC. Brandon has been in the financial services industry since 2007. Brandon holds Series 7, 65, and 66 licenses. Brandon provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Brandon is also an Enrolled Agent with the IRS. Brandon has experience with Fusion Capital Management, DTRT Insurance Services, and DTRT Advisors.

Firm Information

Brandon Peterson 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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Brandon Peterson’s Registration & Firm History

FL

04/10/2018 - Present

Coppell Advisory Solutions LLC (Gainesville FL)

CA

06/15/2009 - 11/19/2009

INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)

AZ

03/14/2007 - 06/17/2009

AXA ADVISORS, LLC (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 03/16/2018

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 05/07/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/12/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brandon John Peterson.
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