Devin Choules (CRD# 5960686) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Logan, UT and has over 11 years of experience in the finance industry.
CRD# 7058752
D.a. Davidson & Company
CRD# 2627265
Adams Wealth Advisors
CRD# 6718486
Andina Family Offices
Company Name | Location | Dates | Years |
---|---|---|---|
Visionary Wealth Management, LLC | Alpharetta, GA | Dec 2020 - Current | 3 |
Gibbs Wealth Management, LLC | Alpharetta, GA | Jul 2020 - Current | 3 |
The Slice | Preston, ID | Jun 2018 - Current | 5 |
Choules Holdings LLC | American Fork, UT | Sep 2014 - Current | 9 |
Independent Insurance Agent Dba Choules Financial | Logan, UT | Jul 2009 - Current | 14 |
Fusion Capital Management | Dallas, TX | Jan 2019 - Jun 2020 | 1 |
Hcs | Orem, UT | Jan 2014 - Dec 2014 | < 1 |
Hornor Townsend & Kent Inc. | Horsham, PA | Nov 2011 - Oct 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2012 |
S65 | NASAA Investment Advisors Law Examination | Jan 2019 |
- UT
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Total Assets Under Management850MILLIONS
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Total Number of Accounts7,997ACCOUNTS
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Average Account Value$106,235
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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