Tracy B Coffman
Investment adviser representative at Coppell Advisory Solutions LLC
14 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
14 years in the industry.
- Coppell Advisory Solutions LLCJan 2023 to now
- Fusion Capital Mgt. d/b/a Tracy Coffman FinancialDec 2022 to now
- Purshe Kaplan Sterling InvestmentsDec 2022 to now
- Cetera Financial Specialists LLCNov 2012 to Oct 2022
- Cetera Investment Advisers LLCNov 2012 to Oct 2022
- Coffman FinancialOct 2012 to Nov 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2007
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
- 5300051
- Firm CRD
- 156549