Unclaimed Profile

Richard Allen Barnett

COPPELL ADVISORY SOLUTIONS, LLC·COPPELL, Texas

Series 6, Series 6327 years registeredCOPPELL ADVISORY SOLUTIONS, LLC

870 SOUTH DENTON TAP ROAD UNIT 250, COPPELL, TX 75019CRD# 2347495Firm CRD# 156549

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Allen Barnett · COPPELL, TX

Registration

CRD #2347495 · COPPELL ADVISORY SOLUTIONS, LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COPPELL ADVISORY SOLUTIONS, LLC

CREATIVE FINANCIAL DESIGNS, INC.

Nov 1998 – Apr 2008

GRAND BLANC, MI

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · November 23, 1998

Years registered · 27

Disclosure History

2015Regulatory·Final

2013Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FUSION INVESTMENT ADVISORS LLC

CRD 156549 · SEC 801-72171

AUM

$850M

Regulatory assets under management

Employees

7,997 client accounts

Services offered by FUSION INVESTMENT ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FUSION INVESTMENT ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Richard Allen Barnett offer?

Richard Allen Barnett specializes in Financial Planning, Investment Management, Wealth Management.

What are Richard Allen Barnett's credentials?

Richard Allen Barnett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Allen Barnett located?

Richard Allen Barnett is based in COPPELL, Texas, last registered with COPPELL ADVISORY SOLUTIONS, LLC.

How does Richard Allen Barnett charge for services?

Richard Allen Barnett's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COPPELL ADVISORY SOLUTIONS, LLC?

COPPELL ADVISORY SOLUTIONS, LLC has approximately 76 employees and manages $850M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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