Philip Gilbert Garcia
Investment adviser representative at Coppell Advisory Solutions LLC
17 yearsExperience
3 statesRegistered 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
17 years in the industry.
- Coppell Advisory Solutions LLCOct 2020 to now
- Fusion Capital ManagementOct 2020 to now
- Global Asset Management GroupFeb 2010 to now
- Vg Capital Financial ServicesJul 2009 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 3 states (CA, LA, 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
- 5475696
- Firm CRD
- 156549