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Miguel Angel Hernandez

Coppell Advisory Solutions LLC

South Pasadena, CA

CRD 4809132

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Employer firm

Coppell Advisory Solutions LLC CRD 156549

$1.10B regulatory AUM 15 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Coppell Advisory Solutions Llc

9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
LA RA APPROVED 2022-09-08
TX RA APPROVED_RES 2022-09-08
  • CA RA
    APPROVED
    Since 2025-01-01
  • LA RA
    APPROVED
    Since 2022-09-08
  • TX RA
    APPROVED_RES
    Since 2022-09-08

Branch Locations

729 Mission St. Suite 300, South Pasadena, CA 91030 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mah Financial Strategies Inc. Pomona CA 05/2006 Present
Legacy Full Circle Financial & Insurance Covina CA 02/2011 Present
Pacific Realty Center Covina CA 02/2012 Present
Copeland Group Marketing Covina CA 03/2012 Present
Healthnet Covina CA 06/2012 Present
Notary Public Covina CA 01/1999 Present
Dj Chicago Covina CA 06/1998 Present
Debtmerica Llc Covina CA 01/2012 Present
Aflac West Covina CA 03/2013 Present
Foresters Equity Services, Inc Covina CA 04/2014 Present
Fusion Capital Management South Pasadena CA 11/2018 Present
  • 05/2006 → Present
    Mah Financial Strategies Inc.
    Pomona, CA
  • 02/2011 → Present
    Legacy Full Circle Financial & Insurance
    Covina, CA
  • 02/2012 → Present
    Pacific Realty Center
    Covina, CA
  • 03/2012 → Present
    Copeland Group Marketing
    Covina, CA
  • 06/2012 → Present
    Healthnet
    Covina, CA
  • 01/1999 → Present
    Notary Public
    Covina, CA
  • 06/1998 → Present
    Dj Chicago
    Covina, CA
  • 01/2012 → Present
    Debtmerica Llc
    Covina, CA
  • 03/2013 → Present
    Aflac
    West Covina, CA
  • 04/2014 → Present
    Foresters Equity Services, Inc
    Covina, CA
  • 11/2018 → Present
    Fusion Capital Management
    South Pasadena, CA
Previous Registrations
  • 2014-04-08 → 2016-11-22
    Foresters Equity Services, Inc.
    Covina, CA
    Glendora, CA
    Covina, CA
  • 2013-01-17 → 2013-12-31
    Vanguard Capital
    Evergreen, CO
    Covina, CA
Other Businesses

1. DJ CHICAGO; NON-INVST RELATED; 564 E. CYRPESS ST COVINA CA 91723; OCCASIONAL PROMOTER FOR CLUBS AND RE-MIX; STARTED 06-1998; 2 HOURS PER MONTH 2. MIGUEL HERNANDEZ NOTARY PUBLIC; NON-INVST RELATED; PROVIDES NOTARY SERVICES AS AN INDEPENDENT PROVIDER; STARTED 01-1999; 2 HOURS PER MONTH 3.MAH FINANCIAL STRATEGIES; NON-INVST RELATED;564 E. CYPRESS ST COVINA, CA 91723; DBA USED TO MAINTAIN A BUSINESS BANK ACCOUNT, PAY ADMINISTRATIVE STAFF AND FUTURE REAL ESTATE INVESTING; STARTED 05/2006; 8 HRS. PER MONTH 4. LEGACY FULL CIRCLE FINANCIAL & INSURANCE SERVICES;903 GRAND AVE COVINA CA 91724; MARKETING COMPANY SELLING LIFE INSURANCE & ANNUITIES;WORKS AS AN INDEPENDENT SALES REPRESENTATIVE; STARTED 02/2011; 30 HOURS PER MONTH 5.DEBTMERICA LLC; NON-INVST RELATED; 564 E. CYPRESS ST COVINA, CA 91723; DEBT SETTLEMENT SERVICES A/ WORKS AS AN INDEPENDENT SALES AGENT; STARTED 01/2012; 2 HOURS PER MONTH 6.PACIFIC REALTY CENTER; NON- INVST RELATED; 430 E. SAN BER RD COVINA CA 91723; REAL ESTATE AGENCY; WORKS AS AN INDEPENDENT REAL ESTATE AGENT; STARTED 02/2012; 5 HOURS PER MONTH 7. COPELAND GROUP; NON-INVST RELATED; 564 E. CYPRESS ST COVINA CA 91723; MARKETING COMPANY FOR MEDICARE PLANS; WORKS AS AN INDEPENDENT AGENT MARKETING MEDICARE PLANS; STARTED 03/2012; 20 HOURS PER MONTH 8. HEALTH NET; NON-INVEST RELATED; 564 E. CYPRESS ST COVINA CA 91723;HEALTH INSURANCE SALES; WORKS AS AN INDEPENDENT AGENT MARKETING HEALTH INSURANCE; STARTED 06/2012; 5 HOURS PER MONTH 9. AFLAC; NON-INVST RELATED; 564 E. CYPRESS ST COVINA CA 91723; SUPPLEMENTAL HEALTH INSURANCE; MARKETING SUPPLEMENTAL HEALTH INSURANCE; STARTED 03/2013; 2 HOURS PER MONTH DBA: EFIS FINANCIAL & INSURANCE SERVICES 10. EFIS FINANCIAL & INSURANCE SERVICES; 903 N. GRAND AVE SUITE E COVINA, CA 91724; OWNER; INVESTMENT RELATED NON-SECURITIES; 50 HOURS PER WEEK; START DATE: 5/2016; INSURANCE SALES OF LIFE, ANNUITIES, HEALTH , DENTAL, LTC AND MEDICARE.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-01-12
S63 Uniform Securities Agent State Law Examination 2004-11-12
  • S65 Uniform Investment Adviser Law Examination
    2011-01-12
  • S63 Uniform Securities Agent State Law Examination
    2004-11-12
Other Names
  • Hernandez Hernandez

View on SEC IAPD

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