Robert Neil Maxson
Investment adviser representative at Coppell Advisory Solutions LLC
10 yearsExperience
1 stateRegistered in
$1.1BFirm assets
15 yearsFirm in business
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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
10 years in the industry.
- Alliance Global PartnersJun 2025 to now
- Coppell Advisory Solutions LLCOct 2024 to now
- Belmont Capital AdvisorsAug 2024 to Jun 2025
- Bank of America, N.A.Nov 2022 to Jul 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2018 to Jul 2024
- TD AmeritradeFeb 2016 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 1789178
- Firm CRD
- 156549