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Detailed Report
TERENCE K BROWN
CRD#: 6260397
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Investment Adviser
COPPELL ADVISORY SOLUTIONS LLCCRD#: 156549 106 Fountain Brook Circle
Suite A
Cary, NC 27511
Registration History
20162017201820192020202120222023202420252026IACOPPELL ADVISORY SOLUTIONS LLC (CRD# 156549)2021 - Present (3 years)IAGIBBS WEALTH MANAGEMENT, LLC (CRD# 281621)2020 - 2021 (1 year)IAVISIONARY WEALTH MANAGEMENT, LLC (CRD# 311702)2021 - 2021 (<1 year)IAFUSION CAPITAL MANAGEMENT (CRD# 156549)2019 - 2020 (<1 year)IAM HOLDINGS SECURITIES, INC. (CRD# 43285)2016 - 2017 (<1 year)
License(s)

State Registrations

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North Carolina 8/27/2021
Current Registration(s)
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COPPELL ADVISORY SOLUTIONS LLC (CRD#:156549)
106 Fountain Brook Circle Suite A, Cary, NC 27511
Registered with this firm since 8/27/2021
Previous Registration(s)
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 06/15/2020 - 09/23/2021 GIBBS WEALTH MANAGEMENT, LLC (CRD#:281621) CARY, NC
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 04/23/2021 - 08/11/2021 VISIONARY WEALTH MANAGEMENT, LLC (CRD#:311702) CARY, NC
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 07/09/2019 - 05/28/2020 FUSION CAPITAL MANAGEMENT (CRD#:156549) Raleigh, NC
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 09/26/2016 - 07/13/2017 M HOLDINGS SECURITIES, INC. (CRD#:43285) Provo, UT
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.