Steven Michael Watkins
Investment adviser representative at Coppell Advisory Solutions LLC
24 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
24 years in the industry.
- Coppell Advisory Solutions LLCMay 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2020 to May 2025
- H.D. Vest Advisory ServicesFeb 2004 to Feb 2020
- H.D. Vest Investment ServicesJun 2002 to Feb 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 2852255
- Firm CRD
- 156549