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Detailed Report
PHILIP GILBERT GARCIA
CRD#: 5475696
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Investment Adviser
COPPELL ADVISORY SOLUTIONS LLCCRD#: 156549 3244 Brookside Rd. SUITE 140
STOCKTON, CA 95219
Registration History
2008201020122014201620182020202220242026IACOPPELL ADVISORY SOLUTIONS LLC (CRD# 156549)2020 - Present (4 years)IAGLOBAL ASSET MANAGEMENT GROUP (CRD# 150904)2010 - 2020 (10 years)IAFINANCIAL LEADERSHIP ADVISORS,... (CRD# 139864)2008 - 2009 (1 year)
License(s)

State Registrations

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California 10/16/2020
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Texas 9/8/2022
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Louisiana 9/8/2022
Current Registration(s)
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COPPELL ADVISORY SOLUTIONS LLC (CRD#:156549)
3244 Brookside Rd. SUITE 140, STOCKTON, CA 95219
Registered with this firm since 10/16/2020
Previous Registration(s)
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 02/10/2010 - 11/30/2020 GLOBAL ASSET MANAGEMENT GROUP (CRD#:150904) LONGWOOD, FL
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 01/21/2008 - 10/15/2009 FINANCIAL LEADERSHIP ADVISORS, INC. (CRD#:139864) TRACY, CA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.