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Dominick Anthony Messina

Coppell Advisory Solutions LLC

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About Dominick Anthony Messina

Dominick Anthony Messina is an investment advisor representative with Coppell Advisory Solutions LLC, and has been working in the financial services industry since September 24, 1996. Dominick Messina is licensed in Louisiana and holds the Series 6, 26, 63, and 65 licenses. Dominick Messina specializes in providing financial planning, selection of other advisors, portfolio management for individuals and businesses. Messina's primary office location is in Metairie, Louisiana.

Firm Information

Dominick Messina 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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Dominick Messina’s Registration & Firm History

LA

06/10/2022 - Present

Coppell Advisory Solutions LLC (Metairie LA)

LA

09/24/1996 - 07/02/2010

PFS INVESTMENTS INC. (BATON ROUGE LA)

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Licenses & Designations

IA

Issued 02/18/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/02/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/08/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 09/23/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dominick Anthony Messina.
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