Gary Watts
Investment adviser representative at Coppell Advisory Solutions LLC
13 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
13 years in the industry.
- Coppell Advisory Solutions LLCSep 2025 to now
- Coppell Advisory Solutaions LLCAug 2025 to now
- Watts Advisor Tax PlanningJan 2022 to now
- LPL FinancialJul 2022 to Jun 2025
- Wealth Enhancement Brokerage Services, LLCJul 2022 to Jun 2025
- Wealth Enhancement GroupJul 2022 to Jun 2025
- Wealth Enhancement Advisory ServicesJul 2022 to May 2025
- Whitehall-parker Securities, LLCDec 2017 to Jan 2021
- Frontier Wealth Strategies L.P.Aug 2017 to Jul 2022
- JP Morgan Chase BankAug 2016 to May 2017
- JP Morgan Securities, LLCAug 2016 to May 2017
- Anderson CpasFeb 2012 to May 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
- Series 63 · Uniform Securities Agent State Law2012
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
- 5720912
- Firm CRD
- 156549