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Tracy B Coffman

Coppell Advisory Solutions LLC

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About Tracy B Coffman

Tracy Coffman is an investment advisor representative with Coppell Advisory Solutions LLC. Tracy has been in the financial services industry for over 16 years. Tracy is registered with the state of Texas and specializes in providing financial planning, selection of other advisors, portfolio management for businesses and individuals. Tracy has previously worked at Cetera Financial Specialists LLC, LPL Financial LLC, and PlanMember Securities Corporation. Tracy has a Series 6, Series 63, and Series 65 license.

Firm Information

Tracy Coffman 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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Tracy Coffman’s Registration & Firm History

TX

01/05/2023 - Present

Coppell Advisory Solutions LLC (DALLAS TX)

TX

11/02/2012 - 12/21/2022

CETERA FINANCIAL SPECIALISTS LLC (AUSTIN TX)

TX

10/27/2010 - 11/21/2012

LPL FINANCIAL LLC (AUSTIN TX)

TX

05/16/2007 - 10/28/2010

PLANMEMBER SECURITIES CORPORATION (AUSTIN TX)

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Licenses & Designations

IA

Issued 10/10/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/04/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tracy B Coffman.
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