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Dustin P Rollins

Advisor at Coppell Advisory Solutions LLC — Deland, FL

Updated today

Credentials

Series 65

Experience

11 years

Location

Deland, FL

Coppell Advisory Solutions LLC logo

Coppell Advisory Solutions LLC

Multi-team

Total advisors

80

Across 47 offices

Clients per advisor

111 Very High

Avg AUM per client

$124,650 Very Low

HNW client ratio

2% Very Low

About

Dustin Rollins is a financial advisor at Coppell Advisory Solutions LLC with 11 years of industry experience. He holds a Series 65 credential and has worked with firms including Fusion Capital Management, Precision Capital Management, and Horter Investment Management. Outside of advisory work, he is involved in college consulting and owns a tax preparation business. Coppell Advisory Solutions LLC serves a diverse client base with discretionary portfolio management and financial planning, utilizing an open-architecture platform and a broad range of investment strategies including equities, ETFs, options, and alternative funds.

Client services

Based on Coppell Advisory Solutions LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Coppell Advisory Solutions LLC

Retirement income strategy General estate planning guidance Cash flow / budgeting Concentrated stock management Private / alternative investments

Occupation focus

Based on Coppell Advisory Solutions LLC

Executive Founder/Business Owner

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Fee options

Fixed

Fixed fees for financial planning from $1,000 to $20,000, potentially exceeding $20,000 in limited circumstances

Percentage

$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

Commissions earned by associated persons who are registered representatives for securities and insurance products, separate and in addition to advisory fees

Project-based

$300 per hour for specific consulting services

Other

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

Location

See office

Deland, FL

Deland FL

Advisors at this office

1

Most active in

Florida

Work history

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 - 2016 • 2 years

Cincinnati, OH

Oxford Business Services Inc

2010 - Present • 16 years

Deland, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jon Michael C

Series 65

DeLand, FL

Hanson Financial Group

Jon Michael Carrick is a financial advisor at Hanson Financial Group with two years of industry experience. He holds a Series 65 designation and has worked at Hanson Financial Group since 2023. Carrick also has a long-term academic role at Stetson University, where he has been employed since 2011. Outside of advising, he serves as Director of Alta Peaks, Inc., an investment holding company that was previously active in selling market research reports. Hanson Financial Group primarily serves pooled investment vehicles and institutional or business clients through discretionary investment supervisory and portfolio management services. The firm employs a tactical allocation approach across various asset classes and does not use a percentage-of-assets fee model.

Active portfolio management Options & derivatives strategies Real estate investing University Employee
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Judy K

Series 63, Series 66

Deland, FL

Kehoe Investment Services, Inc

Judy Kehoe is a financial advisor at Kehoe Investment Services, Inc with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with her firm since 2007. Kehoe Investment Services, Inc is a state-registered advisory firm that provides financial planning and discretionary investment management to individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm employs an evidence-based, disciplined asset allocation strategy focused on low-cost passive funds, broad diversification, systematic rebalancing, and avoids stock-picking and market-timing.

General retirement planning Wealth management Passive / index investing Real estate investing
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Giovanni F

Series 66

Deland, FL

Fernandez Wealth Management

Giovanni Fernandez is a financial advisor at Fernandez Wealth Management with 13 years of industry experience. He holds a Series 66 designation and has worked at Kovack Advisors, Inc. and Stetson University, where he currently serves as an associate professor of finance, executive director of graduate programs, and interim associate dean. Fernandez Wealth Management provides investment advisory services to individuals, including high-net-worth clients, and pension/profit-sharing plans. The firm offers portfolio management, pension consulting, and financial planning, employing a combination of fundamental analysis, modern portfolio theory, and quantitative and technical methods to tailor investment strategies aligned with clients’ risk tolerances.

Annuities
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Maurice L

Series 63, Series 66

Orange City, FL

Eagle's Crest Advisors, LLC

Maurice Linton is a financial advisor at Eagle's Crest Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. for a combined 43 years. Eagle’s Crest Advisors, LLC offers personalized wealth management, financial planning, investment advisory services, and retirement plan consulting to individuals, trusts, foundations, retirement plans, and corporations. The firm serves both individual high-net-worth clients and plan sponsors, employing asset-allocation–driven portfolios primarily selected through fundamental analysis.

Founder/Business Owner
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Keira E

Series 66

Deland, FL

Fleishel Financial Associates, Inc.

Keira Espada is a financial advisor with Fleishel Financial Associates, Inc. She holds a Series 66 designation and has seven years of industry experience. Her prior roles include positions at Raymond James Financial Services and Ameriprise Financial Services. Fleishel Financial Associates provides comprehensive financial planning and consulting for a variety of clients, including retirement plan participants, trusts, and charitable organizations. The firm focuses on producing written financial plans and coordinating with other professional advisers, delivering advice through retainers, hourly consulting, and negotiated engagements rather than discretionary portfolio management.

General retirement planning Cash flow / budgeting Charitable giving & philanthropy
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Ellen L

Series 66

Deland, FL

Fleishel Financial Associates, Inc.

Ellen Ludewig is a financial advisor at Fleishel Financial Associates, Inc. with two years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James Financial Services and First United Methodist Church. Fleishel Financial Associates provides personalized financial planning and consulting services for a variety of clients, including retirement plan participants, trusts, estates, and business entities. The firm emphasizes asset allocation and manager selection through fundamental and technical analysis, operating with a planning and consulting focus without directly managing client assets.

General retirement planning Cash flow / budgeting Charitable giving & philanthropy
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