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Billie Lavelle Odom

Investment Adviser Representative at COPPELL ADVISORY SOLUTIONS LLC

Jonesboro, ARCRD #2010368Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
36 yrs
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/12/1997
Series 63
Uniform Securities Agent State Law Examination
Passed 12/14/1989
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 4/11/1994
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/14/1989

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $500,0002.00%
Next $500,0001.75%
Next $1,500,0001.50%
Over $2,500,000
Account minimum: $5,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Coppell Advisory Solutions LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

COPPELL ADVISORY SOLUTIONS LLCCurrent
2/16/2024Jonesboro, AR
LPL FINANCIAL LLC
8/4/20209/1/2023Jonesboro, AR
AMERIPRISE FINANCIAL SERVICES, LLC.
7/13/20187/30/2020Jonesboro, AR
INVESTMENT PROFESSIONALS, INC.
12/12/20149/25/2018Jonesboro, AR
RETIREMENT WEALTH ADVISORS, INC.
6/2/20143/9/2015Sikeston, MO
W & M CAPITAL MANAGEMENT, LLC
1/6/201412/31/2014Sikeston, MO
MAIN STREET ADVISORS, LLC
1/6/20111/3/2014Sikeston, MO
QUESTAR ASSET MANAGEMENT, INC.
1/5/20091/6/2011Minneapolis, MN
INTERSECURITIES, INC.
5/2/200712/31/2008Cape Girardeau, MO
FINANCIAL NETWORK INVESTMENT CORPORATION
4/20/19995/2/2007Sikeston, MO

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Billie Lavelle Odom has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Billie Lavelle Odom - Financial Advisor in Jonesboro, AR | AdvisorFinder