Emerita Agtual Flores
Investment adviser representative at Coppell Advisory Solutions LLC
31 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
31 years in the industry.
- Coppell Advisory Solutions LLCJan 2026 to now
- Coppell Advisory Solutions, LLC dba Fusion Capital ManagementOct 2021 to now
- Bay View RealtySep 2007 to now
- Global Asset Management Group, Inc.Aug 2010 to Aug 2021
- Wendel, Rosen, Black & Dean LLPFeb 1995 to Mar 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
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
- 5377972
- Firm CRD
- 156549