Vivian Ding
Investment adviser representative at Coppell Advisory Solutions LLC
10 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
10 years in the industry.
- Coppell Advisory Solutions LLCSep 2026 to now
- Allianz Life Financial Services, LLC.May 2025 to Jul 2026
- Allianz Life Insurance Company of North AmericaMay 2025 to Jul 2026
- Lilly FinancialApr 2024 to May 2025
- Combined InsuranceJun 2022 to Apr 2024
- Unemployed (summer Vacation After University)Jan 2022 to Jun 2022
- Measured Marketing IncAug 2021 to Dec 2021
- Aarp - the Tech NestMay 2020 to May 2021
- Dreamscape CinemaOct 2019 to May 2020
- Motif EventsMay 2019 to Aug 2019
- University of Illinois, Urbana-champaign (art & Design Center)Jan 2019 to May 2020
- TeamojiOct 2018 to Dec 2019
- University of Illinois, Urbana-champaignAug 2018 to May 2021
- Unemployed (summer Before Transferring Schools)May 2018 to Aug 2018
- University of Maryland (university Career Center)Aug 2016 to May 2018
- University of Maryland, College ParkAug 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 8103617
- Firm CRD
- 156549