Amon D Dothard
Investment adviser representative at Coppell Advisory Solutions LLC
11 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
11 years in the industry.
- Coppell Advisory Solutions LLCNov 2024 to now
- Elite Resources TeamNov 2024 to now
- Park Avenue SecuritiesMay 2023 to Nov 2024
- Guardian Life Insurance CompanyMar 2023 to Nov 2024
- Gw Golden FinancialApr 2021 to Mar 2023
- Emortgage/ American FinancialDec 2019 to Apr 2021
- Remax/compassJan 2013 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7705579
- Firm CRD
- 156549