Adam Reid Dowlen
Investment adviser representative at Coppell Advisory Solutions LLC
21 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
21 years in the industry.
- Coppell Advisory Solutions LLCJan 2025 to now
- Add Em Up TaxesJan 2013 to now
- Hbw Advisory ServicesJan 2023 to Dec 2023
- Williams & Kunkel CpaJun 2022 to Dec 2023
- Avantax Investment Services, IncMay 2021 to Dec 2022
- Avantax Advisory ServicesJan 2021 to Dec 2022
- Avantax Insurance Agency, LLCJan 2021 to Dec 2022
- Oscar L Barr PcDec 2020 to May 2022
- L & M Bookkeeping and Tax Services, LLCFeb 2018 to Feb 2024
- The Reinforced Earth CoJun 2005 to Aug 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2021
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
- 7324760
- Firm CRD
- 156549