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Caroline Grace Rakness

Coppell Advisory Solutions LLC

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About Caroline Grace Rakness

Caroline Rakness is an Investment Advisor Representative with Coppell Advisory Solutions LLC. She is also licensed as a Registered Representative and has been in the financial industry for over 20 years. Caroline has experience working with both individuals and businesses to help them achieve their financial goals. Her areas of expertise include financial planning, portfolio management, and insurance.

Firm Information

Caroline Rakness 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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Caroline Rakness’s Registration & Firm History

TX

09/23/2022 - Present

Coppell Advisory Solutions LLC (DALLAS TX)

CA

10/26/2001 - 03/30/2006

BROOKSTREET SECURITIES CORPORATION (SAN JUAN CAPISTRANO CA)

CA

05/17/2001 - 10/23/2001

GRATTAN FINANCIAL SECURITIES, INC. (SAN GABRIEL CA)

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Licenses & Designations

IA

Issued 10/21/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/11/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/16/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Caroline Grace Rakness.
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