John Canada
John Canada is a ChFC-designated registered investment advisor at Coppell Advisory Solutions LLC, based in Forney, TX, with 19 years of industry experience. John 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
Forney, TX
Get directionsHistory
Regulatory History (9)
Customer Dispute
April 2006Customer Dispute
March 2005Customer Dispute
January 2005Customer Dispute
October 2004Customer Dispute
June 2004Customer Dispute
April 2004Employment Separation After Allegations
March 2004Customer Dispute
May 2003Customer Dispute
March 2003Other Business ActivitiesSells Insurance
John works primarily as an insurance agent, enrolled agent, and mortgage broker, dedicating full-time hours to client needs. He also offers Medicare and elder care planning products and services, incorporating about 10% of his time into this aspect of his business.
Employment History
Current Registrations
Coppell Advisory Solutions LLC
Business Blocks 101, INC.
Previous Registrations
American Investment Services
New England Securities Corporation
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.