Best Investors Account Sign in
Inactive

Christopher Orval Brace

Coppell Advisory Solutions LLC

Sunfield, MI

CRD 1095133

Claim This Profile
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
MI RA APPROVED 2025-01-01
  • MI RA
    APPROVED
    Since 2025-01-01

Branch Locations

Sunfield, MI • 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
Cla Usa Advisory Group, Llc Frisco TX 06/2014 01/2019
Michigan Tax Lansing MI 11/1984 Present
Cla Usa Inc Frisco TX 01/2003 Present
  • 06/2014 → 01/2019
    Cla Usa Advisory Group, Llc
    Frisco, TX
  • 11/1984 → Present
    Michigan Tax
    Lansing, MI
  • 01/2003 → Present
    Cla Usa Inc
    Frisco, TX
Previous Registrations
Other Businesses

MICHIGAN TAX TAX PREPARATION SINCE 1984 MEGASTAR ADVISORS INSURANCE AGENT SINCE 2014 THE REVOLUTION INSURANCE AGENT SINCE 2014

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-27
S63 Uniform Securities Agent State Law Examination 1983-05-23
  • S65 Uniform Investment Adviser Law Examination
    2014-10-27
  • S63 Uniform Securities Agent State Law Examination
    1983-05-23
Other Names
  • Chrisopher Orval Brace

View on SEC IAPD

More in Sunfield, MI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor