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Kevin Patrick Felty

Coppell Advisory Solutions LLC

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About Kevin Patrick Felty

Kevin Felty is a Registered Investment Advisor in Virginia. Kevin works for Coppell Advisory Solutions LLC and is a member of the firm's Dallas, Texas branch office. Kevin has been in the financial services industry since 1993 and is Series 6, 7, 63, and 65 licensed. Kevin has experience with a range of financial products and services, including financial planning, selection of other advisors, and portfolio management for businesses and individuals. Kevin is also a licensed insurance agent for Felty Life Agency, a non-investment-related business.

Firm Information

Kevin Felty 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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Kevin Felty’s Registration & Firm History

TX

12/21/2021 - Present

Coppell Advisory Solutions LLC (DALLAS TX)

CT

01/25/1999 - 07/08/1999

W. S. GRIFFITH & CO., INC. (HARTFORD CT)

NY

10/08/1997 - 02/17/1998

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NJ

05/25/1993 - 07/02/1993

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

IA

Issued 11/21/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/17/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/08/1997

Series 7 - General Securities Representative Examination

BC

Issued 05/24/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Patrick Felty.
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