Everett Cole Franks
Investment adviser representative at Coppell Advisory Solutions LLC
13 yearsExperience
2 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
13 years in the industry.
- Belmont Capital AdvisorsApr 2026 to now
- Coppell Advisory Solutions LLCApr 2026 to now
- Capital City Financial PartnersFeb 2024 to Mar 2026
- Integrated Advisors Network, LLCFeb 2024 to Mar 2026
- Lexington Medical CenterJun 2023 to Feb 2024
- Cetera Investment Advisers LLCAug 2022 to May 2023
- Cetera Investment Services LLCAug 2022 to May 2023
- Hancock Whitney BankJun 2021 to Aug 2022
- Hancock Whitney Investment Services, inc.Jun 2021 to Aug 2022
- First Horizon AdvisorsJan 2021 to Jun 2021
- Infinex Investments, inc.Jul 2020 to Jan 2021
- Iberia Financial ServicesJan 2019 to Jan 2021
- The Cleaning Connection, Inc.Aug 2013 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7060299
- Firm CRD
- 156549