Emerita Agtual Flores

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1995 → 03/2019
  Wendel, Rosen, Black & Dean Llp
  Oakland, CA
• 09/2007 → Present
  Bay View Realty
  Pinole, CA
• 08/2010 → 08/2021
  Global Asset Management Group, Inc.
  Longwood, FL
• 10/2021 → Present
  Coppell Advisory Solutions, Llc Dba Fusion Capital Management
  Dallas, TX

Previous Registrations

• 2010-09-30 → 2021-08-13
  Global Asset Management Group
  Winter Springs, FL
• 2008-02-26 → 2009-10-15
  Financial Leadership Advisors, Inc.
  Pinole, CA
  Alpharetta, GA

Other Businesses

COMPANY NAME: BAY VIEW REALTY INVESTMENT RELATED: NO ADDRESS: 1075 BAY VIEW FARM ROAD, PINOLE, CA 94564 NATURE OF BUSINESS: REAL ESTATE BROKER 4/2007 TO PRESENT POSITION: BROKER/OFFICER OF CORPORATION HOURS/MONTH: 20 COMPANY NAME: WENDEL, ROSEN, BLACK & DEAN LLP INVESTMENT RELATED: NO ADDRESS: 1111 BROADWAY, 24TH FLOOR OAKLAND, CA 94607 NATURE OF BUSINESS: LAW FIRM 4/2007 TO PRESENT POSITION: ACCOUNTING MANAGER HOURS/MONTH: 120

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-02-25

Other Names

• Emmie Buenaventura Agtual
• Emerita Flores