Dustin P Rollins
Advisor at Coppell Advisory Solutions LLC — Deland, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
11 years
Location
Deland, FL
Coppell Advisory Solutions LLC
Multi-team
Dustin Rollins is a financial advisor with Coppell Advisory Solutions LLC and holds a Series 65 designation. He has 11 years of industry experience and has worked at firms including Fusion Capital Management and Precision Capital Management. Outside of his advisory role, he owns a tax preparation business and serves as lead consultant for a college consulting service. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm employs an open-architecture investment platform and combines internally developed and independent asset allocation models with fundamental and technical analysis to manage client portfolios.
Based on Coppell Advisory Solutions LLC
Based on Coppell Advisory Solutions LLC
Fixed fees for financial planning from $1,000 to $20,000, potentially exceeding $20,000 in limited circumstances
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001 - $2,500,000: 1.50% $2,500,001+: Negotiable
Commissions earned by associated persons who are registered representatives for securities and insurance products, separate and in addition to advisory fees
$300 per hour for specific consulting services
Account minimum: $5,000 Minimum fee: $5.00 per month per account (technology and administrative fee) Fee-only: Fixed fees ranging from $1,000 to $20,000 for broad based financial planning services; hourly fees of $300/hour for specific services
Deland, FL
Deland FL
Advisors at this office
1
Florida
11 years of industry experience
Fusion Capital Management
2019 - Present • 7 years
Dallas, TX
Precision Capital Management
2016 - Present • 10 years
Coppell, TX
College Funding
2015 - Present • 11 years
32720, FL
Horter Investment Management, LLC
2014 - Present • 12 years
Cincinnati, OH
Oxford Business Services Inc
2010 - Present • 16 years
Deland, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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