Elizabeth Christian Donihue
Investment adviser representative at Coppell Advisory Solutions LLC
23 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
23 years in the industry.
- Coppell Advisory Solutions LLCJun 2025 to now
- American Lifestyle Financial & InsuranceJun 2016 to now
- Self EmployedJan 2003 to now
- Sand Canyon Country ClubApr 2022 to Jun 2022
- StarbucksSep 2019 to Jan 2022
- Yankee CandleNov 2017 to Jan 2018
- Princess MakeoversJan 2016 to Mar 2018
- Higher Vision ChurchNov 2014 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser 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
- 8122756
- Firm CRD
- 156549