Eugene Robert Pender
Investment adviser representative at Coppell Advisory Solutions LLC
25 yearsExperience
1 stateRegistered in
$1.1BFirm assets
15 yearsFirm in business
Are you Eugene Robert Pender? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Coppell Advisory Solutions LLCJan 2026 to now
- Fusion Investment Advisors, LLCOct 2012 to now
- Sammons Securities Company LLCDec 2006 to now
- Metropolitan Life Insurance Company, Inc.Mar 2005 to now
- Eugene Pender Sr. / LutcfApr 2002 to now
- E.R. Pender & Associates, LLCOct 2001 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (FL).
Coppell Advisory Solutions LLC
Legal name: Fusion Investment Advisors LLC
$1.1BAssets managed
8,850Clients
82Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1630718
- Firm CRD
- 156549