Brian Bartold is a registered investment advisor, based in Dallas, TX, with 5 years of industry experience.
Location
9111 Cypress Waters Blvd Suite 140, Dallas, TX, 75019
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is a financial advisor at Coppell Advisory Solutions LLC dba Fusion Capital Management, dedicating full-time hours to financial planning and investment advice. He also works as a fixed insurance/annuity agent for VFG Associates, Inc and provides insurance advice, spending about half his time on these insurance-related activities.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Coppell Advisory Solutions LLC
Previous Registrations
Corecap Advisors
State Registrations3 states
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