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Everett Cole Franks

Coppell Advisory Solutions LLC

Dallas, TX

Belmont, NC

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Current Employers
Coppell Advisory Solutions Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-04-21
TX RA APPROVED 2026-04-10
  • NC RA
    APPROVED
    Since 2026-04-21
  • TX RA
    APPROVED
    Since 2026-04-10

Branch Locations

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

123 N. Main St., Belmont, NC 28012 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Cleaning Connection, Inc. Youngsville LA 08/2013 01/2019
Iberia Financial Services Lafayette LA 01/2019 01/2021
Infinex Investments, Inc. Meriden CT 07/2020 01/2021
First Horizon Advisors Lake Charles LA 01/2021 06/2021
Hancock Whitney Investment Services, Inc. Lake Charles LA 06/2021 08/2022
Hancock Whitney Bank Lake Charles LA 06/2021 08/2022
Cetera Investment Services Llc Saint Cloud MN 08/2022 05/2023
Cetera Investment Advisers Llc Denham Springs LA 08/2022 05/2023
Integrated Advisors Network, Llc Dallas TX 02/2024 03/2026
Capital City Financial Partners Columbia SC 02/2024 03/2026
Lexington Medical Center West Columbia SC 06/2023 02/2024
Coppell Advisory Solutions Llc Coppell TX 04/2026 Present
Belmont Capital Advisors Belmont NC 04/2026 Present
  • 08/2013 → 01/2019
    The Cleaning Connection, Inc.
    Youngsville, LA
  • 01/2019 → 01/2021
    Iberia Financial Services
    Lafayette, LA
  • 07/2020 → 01/2021
    Infinex Investments, Inc.
    Meriden, CT
  • 01/2021 → 06/2021
    First Horizon Advisors
    Lake Charles, LA
  • 06/2021 → 08/2022
    Hancock Whitney Investment Services, Inc.
    Lake Charles, LA
  • 06/2021 → 08/2022
    Hancock Whitney Bank
    Lake Charles, LA
  • 08/2022 → 05/2023
    Cetera Investment Services Llc
    Saint Cloud, MN
  • 08/2022 → 05/2023
    Cetera Investment Advisers Llc
    Denham Springs, LA
  • 02/2024 → 03/2026
    Integrated Advisors Network, Llc
    Dallas, TX
  • 02/2024 → 03/2026
    Capital City Financial Partners
    Columbia, SC
  • 06/2023 → 02/2024
    Lexington Medical Center
    West Columbia, SC
  • 04/2026 → Present
    Coppell Advisory Solutions Llc
    Coppell, TX
  • 04/2026 → Present
    Belmont Capital Advisors
    Belmont, NC
Previous Registrations
Other Businesses

Mr. Franks is an insurance agent for Belmont Advisors. He mostly does life and annuity sales and spends about 50 hours/month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-19
  • S66 Uniform Combined State Law Examination
    2021-01-19

View on SEC IAPD

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