Pamela Wilson
Pamela Wilson is a registered investment advisor at Coppell Advisory Solutions LLC, based in Dallas, TX, 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, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 9,336 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable for portfolios over $2,500,000.
Fee Estimator
Location
9111 Cypress Waters Blvd Suite 140, Dallas, TX, 75019
Get directionsHistory
Regulatory History (4)
Civil
January 2006Employment Separation After Allegations
September 2001Customer Dispute
July 2001Regulatory
December 2000Other 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
Previous Registrations
Creativeone Wealth, LLC
Searchlight Investments, LLC
National Securities CorporationBroker
Brookstreet Securities CorporationBroker
Grattan Financial Securities, INC.Broker
Linsco/private Ledger CORP.Broker
Linsco/private Ledger CORP.Broker
California OneBroker
L. H. Alton & CompanyBroker
Westamerica Investment CompanyBroker
Rl Kotrozo, INC.Broker
State Registrations1 state
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.