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Julio C Pompa-sinohui

Coppell Advisory Solutions LLC

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About Julio C Pompa-sinohui

Julio Pompa-Sinohui is an investment advisor representative who has been in the industry since 2004. Julio currently works at Coppell Advisory Solutions LLC. Previously, Julio has also been employed at PFS INVESTMENTS INC. and GUARANTY BROKERAGE SERVICES, INC.. Julio is licensed in California and holds Series 6, 63 and 26 licenses. Julio specializes in financial planning, selection of other advisers, portfolio management for individuals, and portfolio management for businesses.

Firm Information

Julio Pompa-sinohui 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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Julio Pompa-sinohui’s Registration & Firm History

CA

07/28/2021 - Present

Coppell Advisory Solutions LLC (Stockton CA)

CA

09/01/2010 - 04/08/2011

PFS INVESTMENTS INC. (SACRAMENTO CA)

CA

01/16/2008 - 12/23/2009

GUARANTY BROKERAGE SERVICES, INC. (ELK GROVE CA)

CA

09/06/2004 - 12/20/2007

PFS INVESTMENTS INC. (SACRAMENTO CA)

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Licenses & Designations

BC

Issued 01/14/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/28/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 09/03/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Julio C Pompa-sinohui.
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