Nickles Gregory Spryn
Investment adviser representative at Coppell Advisory Solutions LLC
10 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
10 years in the industry.
- Belmont Capital AdvisorsJan 2026 to now
- Coppell Advisory Solutions LLCJan 2026 to now
- UnemployedDec 2024 to Dec 2025
- Marmo Financial Group, LLCAug 2023 to Nov 2024
- Vanguard Advisers, Inc.Oct 2021 to May 2023
- Vanguard Marketing CorporationSep 2021 to May 2023
- The Vanguard Group, IncAug 2021 to May 2023
- Old Point Trust & Financial Services N.A.Jul 2017 to Jul 2021
- Wells Fargo Advisors, LLCAug 2016 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1993
- Series 66 · Uniform Combined State Law2012
- Series 63 · Uniform Securities Agent State Law2021
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
- 2411454
- Firm CRD
- 156549