Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Holland is an investment advisor representative at Coppell Advisory Solutions LLC, with a focus on providing financial advice and portfolio management services to individual and business clients. Karen has over 20 years of experience in the financial industry, previously working at Dempsey Lord Smith, LLC, CAPE SECURITIES INC., and G.F. INVESTMENT SERVICES, LLC. Karen holds Series 7, Series 63, and Series 65 licenses. Karen specializes in working with high-net-worth individuals and individuals other than high-net-worth.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
06/01/2023 - Present
Coppell Advisory Solutions LLC (DALLAS TX)
NC
10/22/2020 - 05/23/2023
DEMPSEY LORD SMITH, LLC (CHARLOTTE NC)
NC
05/10/2019 - 10/26/2020
CAPE SECURITIES INC. (Charlotte NC)
NC
09/15/2014 - 04/17/2019
G.F. INVESTMENT SERVICES, LLC (CHARLOTTE NC)
NC
10/28/2010 - 09/15/2014
KALOS CAPITAL, INC. (BELMONT NC)
NC
10/15/2008 - 11/08/2010
J.P. TURNER & COMPANY, L.L.C. (MATTHEWS NC)
NC
10/05/2006 - 10/14/2008
ING FINANCIAL PARTNERS, INC. (MATTHEWS NC)
NC
07/19/2005 - 07/05/2006
SOUTHEAST INVESTMENTS, N.C., INC. (CHARLOTTE NC)
NY
02/13/2004 - 07/12/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NC
05/10/1999 - 02/20/2004
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
WI
02/23/1999 - 05/18/1999
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
08/03/1998 - 03/03/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
AL
03/04/1998 - 02/24/1999
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
NA
03/16/1998 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
NC
03/12/1996 - 03/10/1998
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NA
07/20/1995 - 03/10/1998
BB&T INVESTMENT SERVICES OF SOUTH CAROLINA, INC.
NC
07/03/1995 - 07/24/1995
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
07/07/1994 - 07/03/1995
SOUTHERN NATIONAL INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
02/24/1993 - 07/01/1994
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
IA
Issued 07/12/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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