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Pamela Wilson

Coppell Advisory Solutions LLC
37 Years of Experience
Beverly Hills, CA
4 DisclosuresSells Insurance
View SEC Summary
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Pamela Wilson is a registered investment advisor at Coppell Advisory Solutions LLC, based in Beverly Hills, CA, with 37 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,850 clients with $1.1B in assets under management.

Coppell Advisory Solutions LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
83 advisors
Number of Clients
8,850 clients
Average Client Portfolio
$125K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.5M1.50%
$2.5M+1.50%

Fees are calculated monthly in arrears based on average daily balance. Fees are negotiable for accounts over $2,500,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

226 S. Beverly Dr., Suite 200, Beverly Hills, CA, 90212

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Civil
January 2006
Final
Employment Separation After Allegations
September 2001
Customer Dispute
July 2001
Settled
Regulatory
December 2000
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Pamela works as an insurance agent at Beverly Drive Financial & Insurance Solutions, providing insurance sales and services since January 2020. This activity takes about half of her time.

Employment History
Current Registrations
Coppell Advisory Solutions LLC
September 2022 - Present · 4 yrs 1 mo
Previous Registrations
Creativeone Wealth, LLC
February 2022 - September 2022 · 7 mos
Searchlight Investments, LLC
June 2015 - March 2021 · 5 yrs 9 mos
National Securities CorporationBroker
July 2007 - May 2013 · 5 yrs 10 mos
Brookstreet Securities CorporationBroker
September 2001 - July 2007 · 5 yrs 10 mos
Grattan Financial Securities, INC.Broker
January 1999 - September 2001 · 2 yrs 8 mos
Linsco/private Ledger CORP.Broker
September 1998 - December 1998 · 3 mos
Linsco/private Ledger CORP.Broker
September 1991 - September 1998 · 7 yrs
California OneBroker
February 1991 - July 1991 · 5 mos
L. H. Alton & CompanyBroker
July 1990 - December 1990 · 5 mos
Westamerica Investment CompanyBroker
February 1990 - July 1990 · 5 mos
Rl Kotrozo, INC.Broker
July 1985 - March 1990 · 4 yrs 8 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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