Billie Lavelle Odom
Investment adviser representative at Coppell Advisory Solutions LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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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
12 years in the industry.
- Coppell Advisory Solutions LLCFeb 2024 to now
- Odom Financial ServicesFeb 2018 to now
- First Community BankAug 2020 to Aug 2023
- LPL Financial LLCAug 2020 to Aug 2023
- Ameriprise Financial Services, IncJul 2018 to Jul 2020
- Centennial BankDec 2014 to Jul 2020
- Investment Professionals IncDec 2014 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (AR).
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
- 2010368
- Firm CRD
- 156549