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Roy Laroza Ramos

Coppell Advisory Solutions LLC

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About Roy Laroza Ramos

Roy Laroza Ramos is a Registered Representative at Coppell Advisory Solutions LLC, a firm that specializes in providing financial planning and investment management services to individuals and businesses. Roy has been in the financial services industry since 1994 and holds Series 6 and Series 63 licenses. Roy also works as a real estate agent.

Firm Information

Roy Ramos 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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Roy Ramos’s Registration & Firm History

CA

01/05/2022 - Present

Coppell Advisory Solutions LLC (Stockton CA)

NE

01/02/2002 - 10/10/2002

ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)

NY

10/23/2001 - 11/15/2001

NYLIFE SECURITIES INC. (NEW YORK NY)

CA

12/11/1996 - 04/30/1999

PROACTIVE INVESTORS GROUP, LLC (HAYWARD CA)

CA

12/02/1994 - 12/05/1996

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

GA

08/08/1994 - 12/21/1994

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 10/19/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/22/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Roy Laroza Ramos.
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