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Karen Meyer Holland

Investment Adviser Representative at COPPELL ADVISORY SOLUTIONS LLC

Belmont, NCCRD #2298337Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
33 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
North Carolina
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/12/2004
Series 63
Uniform Securities Agent State Law Examination
Passed 1/15/1993
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 2/22/1993

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
5/22/2023Belmont, NC
DEMPSEY LORD SMITH, LLC
10/22/20205/23/2023Charlotte, NC
CAPE INVESTMENT ADVISORY, INC.
9/21/202010/26/2020Charlotte, NC
HOBART PRIVATE CAPITAL, LLC
2/15/201811/4/2019Charlotte, NC
GLOBAL FINANCIAL PRIVATE CAPITAL, LLC
9/16/20142/14/2018Charlotte, NC
KALOS MANAGEMENT
10/28/20109/15/2014Belmont, GA
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC
4/16/200911/8/2010Matthews, NC
ING FINANCIAL PARTNERS, INC
12/15/200610/14/2008Matthews, NC
MERRILL LYNCH PIERCE FENNER & SMITH INC.
2/25/20047/12/2005Huntersville, NC

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. Karen Meyer Holland 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.

Karen Meyer Holland - Financial Advisor in Belmont, NC | AdvisorFinder