Karen Holland
Karen Holland is a registered investment advisor at Coppell Advisory Solutions LLC, based in Dallas, TX, with 32 years of industry experience. Karen 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 (2)
Customer Dispute
May 2011Employment Separation After Allegations
July 2006Other Business ActivitiesSells Insurance
Karen works as an insurance agent marketing insurance and annuity investments since 2020. This takes about 10-20% of her time and includes investment advisory services to clients.
Employment History
Current Registrations
Coppell Advisory Solutions LLC
Previous Registrations
Dempsey Lord Smith, LLC
Dempsey Lord Smith, LLCBroker
Cape Investment Advisory, INC.
Cape Securities INC.Broker
Hobart Private Capital, LLC
Global Financial Private Capital, LLC
G.F. Investment Services, LLCBroker
Kalos Capital, INC.Broker
Kalos Management
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Southeast Investments, N.c., INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Uvest Financial Services Group, INC.Broker
Invest Financial CorporationBroker
Liberty Securities CorporationBroker
Independent Financial Securities, INC.Broker
Southtrust Securities, INC.Broker
Bb&t Investment Services, INC.Broker
Bb&t Investment Services of South Carolina, INC.Broker
Bb&t Investment Services, INC.Broker
Southern National Investment Services, INC.Broker
Interstate/johnson Lane CorporationBroker
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.