James Wallace King
Investment adviser representative at Coppell Advisory Solutions LLC
13 yearsExperience
1 stateRegistered in
$1.1BFirm assets
15 yearsFirm in business
Are you James Wallace King? 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
13 years in the industry.
- Coppell Advisory Solutions, LLCApr 2014 to now
- J. Wallace King LLCFeb 2014 to now
- IndependentAug 2013 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 1798229
- Firm CRD
- 156549